Category Archives: Financial Planning

6 Considerations for Long-Term Care Coverage.

Written by Richard Rosso | Feb 19, 2020

Retirement care analysis is a deep dive into the overall retirement planning process. Unlike income planning, retirement care planning requires us to face our inevitable physical limitations and the toll it can have on personal finances along with the negative ripple effects on wealth and health of loved ones.

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Where’s the Adult Merit Badge for Super Savers?

Written by Richard Rosso | Feb 5, 2020

Super Savers are a special breed.They are not concerned about keeping up impressions; they exist outside the mainstream of seductive consumerism. Call it a mindset. Whatever it is, those who fall into this category or save 20% or more of their income on a consistent basis are members of an elite group who strive for early financial independence.

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#FPC: New Advisors: Stop Doing These Two Things.

Written by Richard Rosso | Jan 24, 2020

The higher stocks ride a glide path of zero volatility, the greater the risks for investors and their financial partners to fall victim to overconfidence. After all, we are human;  when it comes to money and emotions our brains are no smarter than a lizard’s. 

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