Category Archives: Financial Planning

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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Anatomy of The Bear. Lessons from Russell Napier.

Written by Richard Rosso | Apr 1, 2020

Russell Napier’s classic tome “Anatomy of the Bear” is a mandatory study for every financial professional and investor who seeks to understand not only how damaging bear markets can be but also the traits which mark their bottoms. Every bear market from 1921, 1932, 1949 and 1982, all carried several common traits which can help identify when their over.

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Written by Richard Rosso | Mar 24, 2020

If as households we do crumble financially yet another time, will this ‘outlier’ event finally teach us a valuable lesson? How many Black Swans must we endure to work diligently, effortlessly, to shore up our family’s finances?

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#FPC: Tips For A Volatile Market

Written by Lance Roberts | Mar 6, 2020

It seems like the sky is falling, it always does when we get into one of these environments, but fret not we’ve been here before. The question is what will you do different this time around?

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