Retirement Checklists: Goals for Every Stage of Your Financial Life

A happy and comfortable retirement is the #1 goal in financial planning. You only get one shot at retirement and the ZRC team has worked with hundreds of people planning for retirement over the years.  We complied a checklist to…
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2nd Quarter 2019 Market & Investment Commentary

Please welcome our Summer Intern – Zachary Byrd. Zac just completed his sophomore year at Washington State University in Pullman. He is majoring in Business Marketing and is excited to start taking higher level business courses. In addition to learning…
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Important To-Do’s Before Sending Your Child Off to College

By Ken Rosenbaum, CPA The day has come. Your little baby has grown up and is now ready to leave the nest. He or she has graduated high school and is preparing for the next big step. Whether it’s college,…
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Second Quarter 2019 – Quarterly Market Review

This insightful review features world capital market performance and a timeline of events for the past quarter.  It also discusses the impact of globally diversified portfolios and the importance of sticking to a robust investment philosophy.  To access this report,…
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June 2019 Newsletter: Opportunity Zones and Qualified Opportunity Funds (QOFs) & 47th Annual FPA NorCal Conference

In this issue… Opportunity Zones and Qualified Opportunity Funds (QOFs) What we learned at the 47th Annual Financial Planning Association NorCal Conference Opportunity Zones and Qualified Opportunity Funds We have been spending an increasing amount of time doing research and due-diligence on…
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1st Quarter 2019 Market & Investment Commentary

We are happy to welcome three new clients to the ZRC family this quarter. Thank you to those who continue to share what we do with friends and family. It has been an exciting year for clients of ZRC Wealth…
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First Quarter 2019 – Quarterly Market Review

This insightful review features world capital market performance and a timeline of events for the past quarter.  To access this report, click HERE.

ZRC Wealth Management Welcome Guide

What to Expect as a Client of ZRC Wealth Management Welcome to ZRC Wealth Management! Here is an outline explaining what you can expect as a valued client of ZRC. Please contact us at any time if you have questions,…
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March 2019 Newsletter: IRA Contributions & 529 Plan Updates

There’s still time for Business Owners to make a retirement plan contribution for 2018 via a SEP-IRA. Update on 529 Qualified Tuition / College Saving Plans There’s still time for Business Owners to set-up and fund a SEP-IRA for 2018…
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4th Quarter 2018 Market & Investment Commentary

Happy New Year to you and your loved ones! We are thrilled to welcome four new clients to the firm this quarter. It’s an honor to serve all of you and we are grateful for the trust you have placed…
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