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

By Richard Rosso, Feb 25, 2021

The pesky outliers of statistical probabilities are situated at the far reaches of normality. When...

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

By Richard Rosso, Feb 11, 2021

Richard Rosso, CFP shares his recommended ideas for women on finances and dealing with the impacts...

Richard Rosso’s 2021 Recommended Reading List

By Richard Rosso, Jan 21, 2021

Richard Rosso, CFP shares his recommended reading list for 2021. A solid library of literary...

What Will Your 2021 Be ‘About?’

By Richard Rosso, Dec 31, 2020

Will you reassess priorities for 2021? What are all your experiences, heartaches, memories, and...

Worried About Taxes? Consider These Ideas.

By Richard Rosso, Dec 17, 2020

If you're worried about taxes (and who isn't?), consider these ideas for 2020 and beyond. The RIA...

What Is The Great Medicare Mistake?

By Richard Rosso, Nov 25, 2020

We are in the throes of Medicare open enrollment season. What is the Great Medicare Mistake? Let's...

Retirement Income Planning Truth with Jim Otar. Part 2.

By Richard Rosso, Nov 4, 2020

Income is the lifeblood of retirement. In Part 1, wisdom from the early chapters of Jim Otar's new...

Medicare Q&A with Aetna’s Christopher Ciano.

By Richard Rosso, Oct 15, 2020

Income is the lifeblood of retirement. In Part 1, wisdom from the early chapters of Jim Otar's new...

Retirement Income Planning Truth with Jim Otar. Part 1.

By Richard Rosso, Oct 8, 2020

Income is the lifeblood of retirement. In Part 1, wisdom from the early chapters of Jim Otar's new...

Don’t Ignore These Retirement Mistakes. Part-2.

By Richard Rosso, Sep 3, 2020

Financial plans are failing along with the economy. In part-1 we review the retirment mistakes that...

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