Category Archives: Financial Planning

In this post we discuss ways to increase spending in retirement as well as a variety of other retirement planning tips.

5 Ways To Increase Spending in Retirement

Written by Richard Rosso | Sep 16, 2021

The guide to Post-Pandemic Retirement in 2021 is designed to help industry professionals make clear choices in the face of transition whether it’s to retirement or another career.

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In this post we discuss ways to increase spending in retirement as well as a variety of other retirement planning tips.

The Guide to Post-Pandemic Retirement in 2021

Written by Richard Rosso | Aug 26, 2021

The guide to Post-Pandemic Retirement in 2021 is designed to help industry professionals make clear choices in the face of transition whether it’s to retirement or another career.

> Read More

Medicare Set Aside Mistakes: Don’t Make These Errors!

Written by Richard Rosso | Jul 29, 2021

The topic of Medicare Set Aside doesn’t arise often. However, it’s important to understand their benefits, how they work and mistakes that can affect future Medicare coverage. 

Also, be thankful Medicare Set Aside is not familiar terminology because it means you haven’t been part of a worker’s compensation or personal liability settlement due to an injury that can possibly last a lifetime.

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The Retirement Crossroads – What Will You Do?

Written by Richard Rosso | May 20, 2021

Retirement crossroads are defining moments. For some, it’s the mental crossover anxiety that occurs when leaving a career. For others, it’s the impact of health or personal issues. Whatever it is, true character is revealed.

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What Will Your 2021 Be ‘About?’

Written by Richard Rosso | Dec 31, 2020

Will you reassess priorities for 2021?

What are all your experiences, heartaches, memories, and trials worth to you? To others? Are you up to the journey for 2021? What are your plans to forge ahead?

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Nine-Steps To STRONG 2021 Fiscal Fitness

Written by Richard Rosso | Dec 24, 2020

January is the time to make your fiscal fitness resolutions for 2021. Most promises we make to ourselves will be a memory by February. Want a fiscal fitness head start and get 2021 going STRONG on the right foot? Here are 9-steps:

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What Is The Great Medicare Mistake?

Written by Richard Rosso | Nov 25, 2020

We are in the throes of Medicare open enrollment season. What is the Great Medicare Mistake? Let’s explore what it is and how to avoid it.

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RIAPro: 15-Investing Rules To Win The Long-Game

Written by Lance Roberts | Jun 30, 2020

The rather “Pavlovian” response to Central Bank interventions has led investors into a false sense of security with respect to the risk being undertaken. Here are the 15-investing rules to win the long-game.

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