Maximize your tax savings in 2024 with our comprehensive Tax Preparation Checklist. Preston Rosamond is an independent financial advisor based in Marble, TX.
Want to grow your investments? Instead of trying to time the market, do THIS instead.
Are you a stability seeker? Learn how the Rosamond Investment Group recommends investing in a shifting interest-rate environment.
Happy Holidays from all of us at Rosamond Financial Group. May your celebrations be filled with warmth, laughter, and cherished moments.
If you’re ready to sit down with a financial advisor, be prepared with these 9 questions to ask during the process!
What kind of inheritance are you leaving your children? Whether financial wisdom, values, or memories, every choice shapes their future.
Claim your Social Security and your financial independence! Learn how to navigate Social Security as a single, divorced, or widowed woman.
Embrace your golden years with intention! Find purpose, maintain your health, and reconnect with your true identity in retirement.
Discover the benefits of giving back while optimizing your finances. Read our latest blog post to find out how.
Parenthood never ends. Read why giving your adult children a financial plan is a gift that keeps on giving.
The sooner you develop healthy financial habits, the better off you will be. Here are 5 financial moves you can make in your 20s.
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