Ronit Rogoszinski

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COVID-19 and Market Volatility in 2020

Thoughts and ideas by Ronit Rogoszinski, CFP® Just as we continue to hear of the spread of the coronavirus and the markets continue to experience...

Things to Consider if You Plan to Retire Before 60

Financially speaking, what moves might you want to make?                 By choice or by chance, some people wrap...

Why You Should Have an Online Social Security Account

In monitoring your Social Security profile, you may help to thwart fraud. Could your personal information soon be stolen? The possibility cannot be dismissed. Sensitive...

Catching Up on Retirement Saving

If you are starting at or near 50, consider these ideas: Do you fear you are saving for retirement too late? Plan to address that...

The Pros & Cons of Roth IRA Conversions

If you own a traditional IRA, perhaps you have thought about converting it to a Roth IRA. Going Roth makes sense for some traditional IRA...

Why Life Insurance Matters for New Homeowners

It addresses a significant financial risk. If you buy a home and you have no life insurance, there is a financial risk. It may not...

Smart Financial Steps After College: A to-do list for the twentysomething

!! Share with your kids and grandkids !! Did you recently graduate from college? The years after graduation are crucial not only for getting a...

The Risks of Putting Too Much Money Into an Annuity

These private income contracts do have potential flaws. It may not be good to have all your eggs in an annuity basket. Or even a...

Set Goals as You Save & Invest: Turn your intent into a commitment

Goals give you focus. To find and establish your investing and saving goals, first ask yourself what you want to accomplish. Do you want to...

Financial Planning – Where Do You Start?

Professionally speaking, women entering our 40s and 50’s typically are reaching our peak earning years. However, at this stage of life we also start facing...