Category Archives: Financial Planning

#FPW: Your Kids Don’t Want Your House

Written by Richard Rosso | Jan, 25, 2017

It was an ongoing conversation between a mom and adult daughter and me (in the middle).  Moving slowly to what I call the “legacy awareness,” stage where we begin to…

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#FPW: 4-Words You Are Supposed To Hate

Written by Richard Rosso | Jan, 18, 2017

  There are words that make you cringe as soon as you hear or see them. Several conjure up memories of financial schemes of the past. Or worst – the…

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#FPW: Suddenly Retired? Now What?

Written by Richard Rosso | Jan, 11, 2017

It’s not the greatest time in the world for labor markets despite the excellent news which appears in the media. To argue that jobs haven’t returned since the Great Recession…

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#FPW: 5 Year-End Money Moves To Make

Written by Richard Rosso | Dec, 14, 2016

It’s easy to overlook year-end opportunities among the hustle and bustle of holidays. However, consider these 5 money-smart moves before 2017 rolls in. It’s time for an ETA on your…

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#FPW: 5 Ways To Win The Battle Against Plastic

Written by Richard Rosso | Dec, 7, 2016

Credit cards are plastic candy for American consumers. We can’t get enough. It appears that household debt reduction is over and consumers are returning to the feverish credit heydays pre-Great…

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#FPW: Yea, It’s Sorta Like That

Written by Richard Rosso | Nov, 30, 2016

A friend, happy about the Trump victory and concomitant rally in stocks, asked me about my thoughts. After 18 months of trading within a range, narrowed down to a wedge…

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#FPW: Investment Lessons For The Next Cycle

Written by Richard Rosso | Nov, 16, 2016

I find stock market history fascinating. Financial professionals seek a Holy Grail by matching current market behavior perfectly to years past. It’s 1937. No, it’s 1987. Frankly, current markets are…

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#FPW: 4 Money Lessons From Dead Muses

Written by Richard Rosso | Oct, 19, 2016

I find stock market history fascinating. Financial professionals seek a Holy Grail by matching current market behavior perfectly to years past. It’s 1937. No, it’s 1987. Frankly, current markets are…

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#FPW: Smart Money Moves For The Fall

Written by Richard Rosso | Sep, 21, 2016

With a change of season imminent, a refreshing breeze (hopefully) ahead, you don’t need to look far to begin autumn on strong financial footing. As colorful as the season is,…

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#FPW: 7-Smart Money Habits Of College Freshman

Written by Richard Rosso | Aug, 16, 2016

Managing finances for life begins with responsible habits formed early. With parents’ ongoing encouragement and a willingness to listen, college freshmen can jump start a successful, long-term relationship with money…

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#FPW: Financial Guardrails For Retirement Planning

Written by Richard Rosso | Aug, 10, 2016

“Breaker, breaker. Are you going to switch lanes already? You’re close to the exit.”             The driver, close in the rear view, sounded tense. Serious. Her voice was loud enough to…

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