Jeff Rose, CFP® |
Discover Ohio National Financial Services, a century-old insurance company with a rich history of providing diverse insurance and annuity options. From life insurance to disability coverage and annuities, Ohio National offers a wide array of products, earning high grades for financial stability and reliability.
Kevin Mercadante |
Discover the path to a more secure retirement by rethinking your 401(k) strategy. In this illuminating piece, delves into the essential steps, from substantial contributions to wise investments, guiding you towards a retirement plan that exceeds the norm and ensures a prosperous future.
Jeff Rose, CFP® |
In the quest for the perfect retirement destination, financial advantages often take center stage. Discover the top ten cities where your financial advisor gives a nod of approval, offering retirees a blend of economic benefits, cultural amenities, and even surprising tax perks.
Jeff Rose, CFP® |
Welcome to Ask GFC, where we address your most pressing financial questions. In this episode, we tackle a common concern: how to play catch-up with retirement investing when starting late. Discover actionable tips and insights to help you secure a comfortable retirement, even if you’ve been delayed in your financial journey.
Jeff Rose, CFP® |
Navigating the maze of life insurance at the age of 66 is undeniably a complex ordeal, laden with myriad factors that insurance companies scrutinize to determine the cost of coverage. While age and health are significant determinants, this article delves into the different life insurance options available and provides insight on how to potentially secure affordable rates, ensuring financial security for your loved ones without depleting your savings.
Jeff Rose, CFP® |
$2 million is a lot of money. But let’s face it, it’s not as much as it was a decade ago. So when a hopeful retiree approaches me with a nest egg worth $2 million and wants to know if they’ll be able to successfully retire, there isn’t a clear-cut answer as many would think. There are many factors […]
Jeff Rose, CFP® |
Annuities aren’t right for everyone, but they do serve very specific purposes. If you happen to fall into one of these five scenarios, then an annuity can be a real game-changer.
Jeff Rose, CFP® |
Retirement rarely happens by accident. For most people, finally leaving work for good is the result of a slow climb – a climb where specific moves are made to ensure financial resources are sufficient – and tucked away somewhere safe. If you’re on the fence about retirement and fairly sure you’re ready, now is the […]
Jeff Rose, CFP® |
Navigating the maze of retirement planning can be daunting, especially when confronted with widespread myths and misconceptions. Dive into the world of retirement rumors, learn why it’s vital to debunk them, and discover the keys to securing your financial future in retirement.
Jeff Rose, CFP® |
Learn the ins and outs of 401(k) vesting in this insightful guide. Discover the importance of full vesting, understand the different vesting schedules, and see how it impacts your retirement savings.
Jeff Rose, CFP® |
Planning for a happy retirement requires careful consideration and financial diligence. This article provides 15 essential tips to ensure a fulfilling retirement, from controlling spending to prioritizing time with family, managing taxes, and safeguarding your financial well-being, all while embracing new adventures and lifelong learning.
Jeff Rose, CFP® |
Considering a 401(k) rollover to an IRA? It’s a crucial financial decision that can offer greater control, investment options, and fee savings, but understanding the nuances is essential. Explore the reasons why, how, and when to make this move in our comprehensive guide.