What is a “safe” withdrawal rate? Does 4% still apply? Check out the latest article from The Rosamond Financial Group to find out!
Two major banks collapsed in three days. Here’s what consumers need to know about safeguarding their savings.
Have you received an inheritance and don’t know what to do next? These tips can help you make a smart financial decision with your windfall.
Emotions are powerful and can influence our financial decisions—for better or worse. Learn how to keep emotions out of the script.
Cash sitting in your bank account isn’t maximizing its potential. Here’s why—and what you can do instead.
Is your financial house in order for 2023? Use this guide to start the new year off on the right financial foot.
If you’re retiring in the next year, this checklist is for you! Learn more about what you need to do to prepare.
What happens if you calculate your retirement income needs and the numbers come up short for your ideal retirement age? We can help!
From all of us here at The Rosamond Financial Group, we want to wish you a Happy Thanksgiving! Blessings to you this holiday season!
2022 is quickly coming to a close. Make sure your finances are where you want them to be with these 5 actions to take before the year’s end.
Is your retirement checklist complete? Don’t forget about Medicare open enrollment. Here’s a summary of what you need to know.
Deferred compensation plans can be a popular choice for certain professionals, but consider these pros and cons before pulling the trigger.