Deferred compensation plans can be a popular choice for certain professionals, but consider these pros and cons before pulling the trigger.
President Biden announced a plan to forgive student loans. Who qualifies? Should you still plan for future college costs? We’ve got answers.
Are you prepared for an economic downturn? Here are 5 things you can do to better prepare for the unexpected.
Did you know you can use life insurance as an investment? Find out how you can lower your tax burden with life insurance.
Wondering how much your business is worth? Here are factors that determine the valuation of a business.
Life is unpredictable, but your financial status doesn’t have to be. As our client, you know this. We can help your friends and family too.
Worried about the economy? Here’s a quick rundown on this year’s market performance and updates on economic indicators.
Do you know how much your business is worth? Here’s why creating a plan to sell is crucial to a business’s long-term success.
Which chapter of life are you in? The Rosamond Financial Group can evaluate your options and create a financial plan to carry you through every phase.
Have you ever had that “Why didn’t someone teach me this” feeling? Here is what Preston Rosamond strives to teach his son about wealth.
It seems like everywhere you turn, there are commercials, advertisements, and articles urging you to hire a financial advisor. They always talk about how important it is to plan for the future and maximize your returns, but few stop to talk about the process or how advisors are actually paid. At The Rosamond Financial Group, we value transparency and believe that how an advisor is paid is just as important as the services they provide. Here are some details about our fee structure and what you can expect as a potential client.