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.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
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Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
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Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
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Resources
We want out clients to be financially savvy. Browse our library to start your path to financial education.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
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Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
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Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
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You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
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Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
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Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
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