Is your not-for-profit organization looking to expand its funding sources? Grants can provide amazing opportunities to strengthen existing programs or launch exciting new initiatives. But as anyone who’s ventured into the grant world knows, securing the funding...
As a dental professional, you dedicate your career to precision work that improves patients’ lives. Shouldn’t your retirement plan receive the same meticulous attention to detail? At Rea, we believe your financial future deserves the same care you provide...
If your organization receives federal funding, you should be aware of important changes that affect your compliance requirements and can potentially save you significant time and resources. The Office of Management and Budget (OMB) has implemented updated guidelines...
By Max Feller, Financial Advisor, Rea Wealth Management Market volatility: two words that can elicit feelings of either fear or opportunity, depending on who you ask. For some, tumultuous times feel like riding a roller coaster blindfolded, not knowing when the next...
As retirement plan advisors, we’re seeing growing interest from clients about what many in the industry have nicknamed the “Super Catch-Up” provision. This enhanced retirement saving opportunity, officially known as the Age 60-63 Catch-Up...
