Retire

Richard Rosso, CFP shares his recommended reading list for 2025. A solid library of literary insight can lead to more prosperous financial results.

Financial planning is not one-size-fits-all. Your goals, responsibilities, and lifestyle are all unique to you. Your financial strategy is no different.  Building wealth, or preparing for retirement? Life transitions like these require some help from personalized financial planning instead of […]

I understand how much we all disdain planning for our inevitable demise. As a Certified Financial Planning professional for over 25 years, I truly get it—I, too, find estate planning a necessary but unpleasant endeavor. However, only you can decide […]

Selling a business is often the biggest financial event of an entrepreneur’s life. Whether it’s a decades-long family company or a fast-growing startup, the decision to sell brings both opportunity and complexity. Amid the excitement of closing the deal, it’s […]

For most Americans, retirement planning advice follows a familiar script: save early, contribute to a 401(k), diversify investments, and aim to reduce expenses in retirement. While this guidance is foundational, it often falls short for high-income earners. Individuals earning well […]

When you’ve accumulated more than $1 million for retirement, your financial priorities shift. It’s no longer just about growth but about protecting what you’ve built and generating reliable income that will support your lifestyle for decades to come. That’s where […]

David Blanchett and Michael Finke penned a June 2024 research paper for the Retirement Income Institute that shared insight into why retirees with a guaranteed income spend more. They deem guaranteed retirement income a “license to spend.” The study’s results […]

Utter the word ANNUITY and watch facial expressions. They range from fear to disgust to confusion. But hear me out: Annuities are not your enemy. Billionaire money manager and financial pitchman Ken Fisher appears as a haunting senior version of Eddie […]

For high-net-worth individuals, wealth is more than a measure of financial success; it’s a means to achieve personal fulfillment, support cherished causes, and leave a lasting legacy. Traditional financial planning often emphasizes asset accumulation and tax efficiency. However, a more […]