Skip to main content

RMT Wealth Management | Tax Efficient Investment Strategies

  • Home
  • About 
    • About RMT
    • 6 Step Process
    • FAQs
  • Our Services 
    • Retirement Planning
    • Estate Planning
    • Planning for College
    • 60 Minute Consultation
    • Tax Planning
    • Setting Your Goals
  • Resources
    • Recommendations
    • Document Checklist
    • Financial Calculators
    • How Much House Can You Afford?
    • Rework your budget
    • Inflation impact on retirement
    • how will my savings grow?
    • Retirement fund
    • Mortgage Calculator
    • How Much Car Can You Afford?
  • Blog
  • Contact
  • Client Login

    You are here

  1. Home
  2. Archived Blog
  3. July 2020

July 2020

What You Should Know About Certified Financial Planners

Submitted by RMT Wealth Management | Tax Efficient Investment Strategies on July 24th, 2020

Certified Financial Planners (CFP) can stand out from a rather crowded field of financial professionals for a variety of reasons. One of the most important reasons is that Certified Financial Planners are mandated to act as a fiduciary, meaning that they are required to put their client’s interests and needs ahead of his or her own.

  • Read more

Is Now the Time to Give Yourself a 401(k) Loan?

Submitted by RMT Wealth Management | Tax Efficient Investment Strategies on July 24th, 2020

In planning how to finance a large purchase before age 59 ½, it’s common to consider the idea of taking a withdrawal or a loan from a 401(k) or another retirement account. Taking money from your retirement funds is not a decision to be made lightly and can come with a few undesirable consequences.

  • Read more

Recent Blog Posts

  • Understanding Your True Risk Tolerance
  • Are Emotions Controlling Your Personal Finances?
  • The New Normal Retirement

Archived Blog

  • July 2022 (2)
  • June 2022 (1)
  • June 2021 (1)
  • February 2021 (1)
  • July 2020 (2)
  • September 2018 (1)
  • November 2017 (1)
  • September 2017 (1)
  • July 2017 (1)
  • June 2017 (1)
  • April 2017 (1)
  • January 2017 (1)

Categories

  • diversification (1)

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: 201-226-1040
Fax: 201-226-1312
Toll Free:

Email: rtroyano@rmtwealthmanagement.com

299 Market St., Suite 330, Saddle Brook, NJ 07663

Get Directions

  • Sitemap
  • Legal, privacy, copyright and trademark information

Securities offered through Grove Point Investments, LLC, member FINRA, SIPC. Investment Advisory Services offered through Grove Point Advisors, LLC. Grove Point Investments, LLC & Grove Point Advisors LLC are subsidiaries of Grove Point Financial, LLC. RMT Wealth Management is not affiliated with Grove Point Financial, LLC or its subsidiaries. Click here to view Form CRS.

© 2026 RMT Wealth Management . All rights reserved.

Website Design For Financial Services Professionals