Retirees with guaranteed income spend more.
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 […]
The Importance of Emergency Funds in Retirement Planning
Learn why emergency funds in retirement are essential for financial security planning. Discover strategies to build and maintain a safety net for peace of mind.
The Comprehensive Approach to Crafting a Future Financial Plan
Effective financial planning leads to future success. Learn holistic strategies tailored to secure financial stability and growth for individuals and families.
Use Drone Mentality to Financial Success.
Richard Rosso, CFP shares his recommended reading list for 2025. A solid library of literary insight can lead to more prosperous financial results.
Rosso’s Top 2025 Reads and Holiday Gift Idea.
Richard Rosso, CFP shares his recommended reading list for 2025. A solid library of literary insight can lead to more prosperous financial results.
What Is A Financial Advisor? Consider These Seven Concepts.
Richard Rosso, CFP shares his recommended reading list for 2021. A solid library of literary insight can lead to more prosperous financial results.
Raising Money-Smart Kids: Part Three.
Raising Money-Smart Kids: Part Three and the last of the series outlines unique exercises and money conversation starters for parents. I understand how we feel we need to be TikTok stars to get our kids’ attention these days, but as […]
Raising Money-Smart Kids: Part Two.
Raising Money-Smart Kids: Part Two outlines action items to help parents adjust their children’s money personalities. If readers recall, I outlined the four types of money scripts and how parents can identify them through a simple online exercise. Here is […]
Five Ways to Raise Money-Smart Kids: Part One.
In Five Ways to Raise Money-Smart Kids: Part One, I explore practical methods and teachable moments to help young children and teens build their fiscal muscles with ongoing help from mom and dad. First, financial literacy is fair or average […]