Are you retirement ready?
At Rose Greene Financial, we serve as your financial advisor and source of support. We are dedicated to simplifying the complexities of the financial world, and as your advocate, we strive to learn about your most-valued goals and dreams. From individual investors to entrepreneurs, our services are designed for your success.
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
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Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
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Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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Resources
We want out clients to be financially savvy. Browse our library to start your path to financial education.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
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Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
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