Rupert Wealth

Rupert Wealth Certified Financial Planner®, CPA

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial a...
05/24/2023

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

The Consumer Price Index has shown low inflation since '09. Are your prices rising faster?
05/17/2023

The Consumer Price Index has shown low inflation since '09. Are your prices rising faster?

This calculator shows how inflation over the years has impacted purchasing power.

Use your car for business? Make sure you're on the same page as your insurance carrier.
05/10/2023

Use your car for business? Make sure you're on the same page as your insurance carrier.

At what point can you call a personal vehicle commercial?

Market Update! April saw a tech stock rally despite recession fears and mixed earnings reports. Dow Industrials led with...
05/06/2023

Market Update! April saw a tech stock rally despite recession fears and mixed earnings reports. Dow Industrials led with a 2.5% gain, while S&P 500 gained nearly 1.5%, and Nasdaq was flat. In May, the focus is on the Fed's next move, economic data, and bank lending activity. Stay up-to-date with our monthly market report.

The Dow Jones Industrial Average led, picking up 2.48 percent. The Standard & Poor’s 500 Index rose 1.46 percent, while the Nasdaq Composite was flat (+0.04 percent).1

15-year vs. 30-year: know your refinancing options.
05/03/2023

15-year vs. 30-year: know your refinancing options.

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

Lifestyle inflation can be the enemy of wealth building.
04/26/2023

Lifestyle inflation can be the enemy of wealth building.

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.
04/19/2023

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.

Bucket lists don’t have to be for tomorrow.

Mortgage lenders consider many personal factors when deciding whether you can afford a home.
04/12/2023

Mortgage lenders consider many personal factors when deciding whether you can afford a home.

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Investors were forced to navigate a tricky first quarter of 2023, having to contend with corporate earnings, shifting mo...
04/07/2023

Investors were forced to navigate a tricky first quarter of 2023, having to contend with corporate earnings, shifting monetary signals, and troubles in the banking sector.

Stocks posted solid gains in the first quarter as investors navigated corporate earnings, shifting monetary signals, and troubles in the banking sector.

Want to test your life insurance knowledge? Take our quiz and find out where you rank.
04/05/2023

Want to test your life insurance knowledge? Take our quiz and find out where you rank.

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

How confident are you in the strength of your passwords? These days, one’s passwords are almost as important as the keys...
03/29/2023

How confident are you in the strength of your passwords? These days, one’s passwords are almost as important as the keys to your house. Check out these handy, current tips on crafting a secure password.

Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

There are benefits and limitations when using a living trust.
03/22/2023

There are benefits and limitations when using a living trust.

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

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