Category Archives: Financial Planning

#FPW: Suddenly Retired? Now What?

Written by Richard Rosso | Jan, 11, 2017

It’s not the greatest time in the world for labor markets despite the excellent news which appears in the media. To argue that jobs haven’t returned since the Great Recession…

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#FPW: 5 Year-End Money Moves To Make

Written by Richard Rosso | Dec, 14, 2016

It’s easy to overlook year-end opportunities among the hustle and bustle of holidays. However, consider these 5 money-smart moves before 2017 rolls in. It’s time for an ETA on your…

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#FPW: 5 Ways To Win The Battle Against Plastic

Written by Richard Rosso | Dec, 7, 2016

Credit cards are plastic candy for American consumers. We can’t get enough. It appears that household debt reduction is over and consumers are returning to the feverish credit heydays pre-Great…

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#FPW: Yea, It’s Sorta Like That

Written by Richard Rosso | Nov, 30, 2016

A friend, happy about the Trump victory and concomitant rally in stocks, asked me about my thoughts. After 18 months of trading within a range, narrowed down to a wedge…

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#FPW: Investment Lessons For The Next Cycle

Written by Richard Rosso | Nov, 16, 2016

I find stock market history fascinating. Financial professionals seek a Holy Grail by matching current market behavior perfectly to years past. It’s 1937. No, it’s 1987. Frankly, current markets are…

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#FPW: 4 Money Lessons From Dead Muses

Written by Richard Rosso | Oct, 19, 2016

I find stock market history fascinating. Financial professionals seek a Holy Grail by matching current market behavior perfectly to years past. It’s 1937. No, it’s 1987. Frankly, current markets are…

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#FPW: Smart Money Moves For The Fall

Written by Richard Rosso | Sep, 21, 2016

With a change of season imminent, a refreshing breeze (hopefully) ahead, you don’t need to look far to begin autumn on strong financial footing. As colorful as the season is,…

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#FPW: 7-Smart Money Habits Of College Freshman

Written by Richard Rosso | Aug, 16, 2016

Managing finances for life begins with responsible habits formed early. With parents’ ongoing encouragement and a willingness to listen, college freshmen can jump start a successful, long-term relationship with money…

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#FPW: Financial Guardrails For Retirement Planning

Written by Richard Rosso | Aug, 10, 2016

“Breaker, breaker. Are you going to switch lanes already? You’re close to the exit.”             The driver, close in the rear view, sounded tense. Serious. Her voice was loud enough to…

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#FPW: Managing The Transition Into Retirement

Written by Lance Roberts | Jul, 27, 2016

via WSJ as told by Jacob Meade Richard Rosso is senior financial adviser at Clarity Financial LLC in Houston. Voices is an occasional feature of edited excerpts in which wealth…

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#FPW: Retirement Lessons From The Wolves

Written by Lance Roberts | Jun, 29, 2016

by Richard Rosso, MS, CFP, CIMA  “I want everything you have. Every last drop.” In the AMC’s hit series, “The Walking Dead,” the wolves represented a roving band of ruthless survivors….

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