Financial Planning

Secure Act 2.0. How Will it Affect Your Retirement?

The Secure Act and all its iterations over the last few years remind me of…

Looking to ‘Unretire?’ Four Important Steps to Consider.

Unretirement: The reversal of retirement due to extenuating circumstances because, as humans, we go through…

Want Double-Digit Returns? Hold Cash.

So, you want double-digit returns in 2022? Hold cash. Sounds crazy, I know. Especially today…

Five of the Best Money Ideas for 2022

When I query my Magic 8 Ball about major financial decisions, it rarely disappoints. Frankly,…

Why Conversations About Money Are The Greatest Gifts.

I own the first edition of Works of Washington Irving (circa 1900), published by T.Y….

10 Smart Money Moves to Make Right Now.

2021 isn’t over yet. So here are 10 smart money moves to make right now….

The Fed Must End Its Love Affair With The Markets.

The Fed must end its long-running love affair with the markets. It needs to be…

Ignoring Medicare Open Enrollment Can Cost You.

Ignoring Medicare Open Enrollment can cost you. With the Annual Enrollment Period coming, it’s essential…

Filing For College Aid? Here Are The Mistakes That Will Cost You.

October 1st is here and its time to start your College Aid (FAFSA) application. But,…

5 Ways To Increase Spending in Retirement

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.

The Guide to Post-Pandemic Retirement in 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.

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

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.

Three Money Lessons From George Washington.

Three money lessons from George Washington? Seriously? Well, who better to inspire readers before the Fourth of July holiday weekend?

History and Our Emotions Tell Us It’s Not Different This Time.

My 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.

Business Owners: Max Tax Deductions & Improve Employee Loyalty

As 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.

Three Ways To Teach Your Kids To Invest Smart.

Three 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.

The Retirement Crossroads – What Will You Do?

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.

Leveling Up: The 401k Plan Advisor In Today’s Market

Offering a company retirement plan to your employees is one of the most valuable tools for increasing employee productivity and loyalty.

The Post-Pandemic Retirement Survival Guide. Part 1.

Consider the post-pandemic retirement survival guide an awakening—a way to look at your retirement plan with a fresh perspective.

Outliers: Four Ways They Can Change Our Lives (Part 2)

The pesky outliers of statistical probabilities are situated at the far reaches of normality. When they breach boundaries, lives change, sometimes forever.

Outliers: Four Ways They Can Change Our Lives (Part 1)

The pesky outliers of statistical probabilities are situated at the far reaches of normality. When they breach boundaries, lives change, sometimes forever.

Covid-19 and Women’s Finances: 4 Money Ideas.

Richard Rosso, CFP shares his recommended ideas for women on finances and dealing with the impacts of Covid-19 from job loss to taking control.

Richard Rosso’s 2021 Recommended Reading List

Richard Rosso, CFP shares his recommended reading list for 2021. A solid library of literary insight can lead to more prosperous financial results.

What Will Your 2021 Be ‘About?’

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?

Nine-Steps To STRONG 2021 Fiscal Fitness

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:

Worried About Taxes? Consider These Ideas.

If 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.

What Is The Great Medicare Mistake?

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.

Retirement Income Planning Truth with Jim Otar. Part 2.

Income 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.

Medicare Q&A with Aetna’s Christopher Ciano.

Income 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.

Retirement Income Planning Truth with Jim Otar. Part 1.

Income 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.