Richard Rosso, CFP shares his recommended ideas for women on finances and dealing with the impacts...
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Richard Rosso’s 2021 Recommended Reading List
Richard Rosso, CFP shares his recommended reading list for 2021. A solid library of literary...
What Will Your 2021 Be ‘About?’
Will you reassess priorities for 2021? What are all your experiences, heartaches, memories, and...
Nine-Steps To STRONG 2021 Fiscal Fitness
January is the time to make your fiscal fitness resolutions for 2021. Most promises we make to...
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...
What Is The Great Medicare Mistake?
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.
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.
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.
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.
Financial plans are failing along with the economy. In part-1 we review the retirment mistakes that...
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