RMDs got you scratching your head? Don’t let them drain your retirement savings! This article reveals 10 smart strategies to time your RMDs and reduce your tax bill.
Can you have it all? Learn how to enjoy life today while building a strong financial foundation for retirement.
The riskiest time in retirement? Shifting from saving to living off your nest egg. Read on to keep your retirement as stable as possible.
Ready to move forward from past financial mistakes? Discover how to recover and create a stronger financial future in the year ahead.
The Rosamond Financial Group sends warm wishes for a joyful holiday season. May this time be filled with happiness for you and yours!
You don’t need to outsmart the market to be a successful investor—you just need a plan. Read on to hear our latest insights on investing.
Do you have leftover 529 plan funds? Don’t let them go to waste! Learn how to optimize your savings and make the most of your money.
Major changes are in store for Medicare in 2025. Get the facts and learn how they might affect your financial future.
Have questions about the Corporate Transparency Act? Let’s discuss what you need to know and whether it impacts your small business.
Learn how to keep more of your hard-earned money with these smart capital gains tax strategies from The Rosamond Financial Group.
The 401(k) debate continues: Is maxing out your contributions always the best move for your financial future? Read on for the pros and cons.
Your estate plan should evolve with you. Our team at The Rosamond Financial Group creates a plan that reflects your values at every life stage.