Rose & Associates

The Value of Advice – Making Sense of Fees

Today, we wanted to address a prevailing narrative in the financial industry—one that suggests low fees are the ultimate determinant of investment success. While fees certainly play a role in your overall investment strategy, they are not the sole factor to consider when building lasting wealth and securing retirement income. You may have seen commercials […]

A little story about Jack and Diane

Introduction: As Jack and Diane approach the age of 60, they find themselves at a crucial juncture in their lives – preparing for retirement.

Make a Wish – Calendar of Wishes

As we all think back to the pandemic, we remember the isolation and separation… something that was especially true for Benjamin following his heart transplant, when maintaining good health through his recovery was absolutely critical.