The Fed Must End Its Love Affair With The Markets.
Written by Richard Rosso | Oct 7, 2021The Fed must end its long-running love affair with the markets. It needs to be…
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Ignoring Medicare Open Enrollment Can Cost You.
Written by Richard Rosso | Sep 30, 2021Ignoring Medicare Open Enrollment can cost you. With the Annual Enrollment Period coming, it’s essential…
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Filing For College Aid? Here Are The Mistakes That Will Cost You.
Written by Chris Liebum | Sep 30, 2021October 1st is here and its time to start your College Aid (FAFSA) application. But,…
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5 Ways To Increase Spending in Retirement
Written by Richard Rosso | Sep 16, 2021The 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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The Guide to Post-Pandemic Retirement in 2021
Written by Richard Rosso | Aug 26, 2021The 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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Medicare Set Aside Mistakes: Don’t Make These Errors!
Written by Richard Rosso | Jul 29, 2021The 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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Three Money Lessons From George Washington.
Written by Richard Rosso | Jul 8, 2021Three money lessons from George Washington? Seriously? Well, who better to inspire readers before the Fourth of July holiday weekend?
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History and Our Emotions Tell Us It’s Not Different This Time.
Written by Richard Rosso | Jun 24, 2021My adventure to prove it isn’t different this time always returns me to books. Most of them written from 50 to over 100 years ago.
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Business Owners: Max Tax Deductions & Improve Employee Loyalty
Written by Tom Allen | Jun 23, 2021As a business owner, how can you maximize your tax deductions and improve employee loyalty at the same time? Tom Allen digs into the benefits of 401k plans.
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Three Ways To Teach Your Kids To Invest Smart.
Written by Richard Rosso | Jun 3, 2021Three ways to teach your kids to invest “smart” is something I take to heart because at 22 years old, I still assist my daughter in navigating the financial landscape.
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The Retirement Crossroads – What Will You Do?
Written by Richard Rosso | May 20, 2021Retirement 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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Leveling Up: The 401k Plan Advisor In Today’s Market
Written by Tom Allen | May 20, 2021Offering a company retirement plan to your employees is one of the most valuable tools for increasing employee productivity and loyalty.
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The Post-Pandemic Retirement Survival Guide. Part 1.
Written by Richard Rosso | Apr 8, 2021Consider the post-pandemic retirement survival guide an awakening—a way to look at your retirement plan with a fresh perspective.
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Outliers: Four Ways They Can Change Our Lives (Part 2)
Written by Richard Rosso | Mar 4, 2021The pesky outliers of statistical probabilities are situated at the far reaches of normality. When they breach boundaries, lives change, sometimes forever.
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Outliers: Four Ways They Can Change Our Lives (Part 1)
Written by Richard Rosso | Feb 25, 2021The pesky outliers of statistical probabilities are situated at the far reaches of normality. When they breach boundaries, lives change, sometimes forever.
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Covid-19 and Women’s Finances: 4 Money Ideas.
Written by Richard Rosso | Feb 11, 2021Richard Rosso, CFP shares his recommended ideas for women on finances and dealing with the impacts of Covid-19 from job loss to taking control.
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Richard Rosso’s 2021 Recommended Reading List
Written by Richard Rosso | Jan 21, 2021Richard Rosso, CFP shares his recommended reading list for 2021. A solid library of literary insight can lead to more prosperous financial results.
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What Will Your 2021 Be ‘About?’
Written by Richard Rosso | Dec 31, 2020Will 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, 2020January 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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Worried About Taxes? Consider These Ideas.
Written by Richard Rosso | Dec 17, 2020If you’re worried about taxes (and who isn’t?), consider these ideas for 2020 and beyond. The RIA annual tax planning guide has lot of helpful tips.
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What Is The Great Medicare Mistake?
Written by Richard Rosso | Nov 25, 2020We 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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Retirement Income Planning Truth with Jim Otar. Part 2.
Written by Richard Rosso | Nov 4, 2020Income is the lifeblood of retirement. In Part 1, wisdom from the early chapters of Jim Otar’s new book about retiree income challenges is explored.
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Medicare Q&A with Aetna’s Christopher Ciano.
Written by Richard Rosso | Oct 15, 2020Income is the lifeblood of retirement. In Part 1, wisdom from the early chapters of Jim Otar’s new book about retiree income challenges is explored.
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Retirement Income Planning Truth with Jim Otar. Part 1.
Written by Richard Rosso | Oct 8, 2020Income is the lifeblood of retirement. In Part 1, wisdom from the early chapters of Jim Otar’s new book about retiree income challenges is explored.
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Don’t Ignore These Retirement Mistakes. Part-2.
Written by Richard Rosso | Sep 3, 2020Financial plans are failing along with the economy. In part-1 we review the retirment mistakes that investors are making and the fules to follow.
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Don’t Ignore These Retirement Mistakes. Part-1
Written by Richard Rosso | Aug 20, 2020Financial plans are failing along with the economy. In part-1 we review the retirment mistakes that investors are making and the fules to follow.
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RIAPro: 15-Investing Rules To Win The Long-Game
Written by Lance Roberts | Jun 30, 2020The 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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We Are In The Winter of Household Finances.
Written by Richard Rosso | Jun 24, 2020We are in the winter of household finances. The “Fourth Turning” is upon us, as we explore how to navigate an uncertain future and maintain financial stability.
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Financial Friction Burns Wealth.
Written by Richard Rosso | Apr 29, 2020There are 5 ways financial friction destroys wealth. What you need to know.
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#FPC: Should You Do A Roth-Conversion & Other Top Planning Questions
Written by Danny Ratliff | Apr 10, 2020Should you do a ROTH IRA conversion, take money out of your 401k plan, delay an RMD. These are all the questions, and more, we are answering this week in Financial Planning Corner.
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