Welcome to our blog! I look forward to on a timely basis to provide you various items of what is on my mind. From strategies to enhance your own financial plan to ways to keep your retirement on track. We are also going to keep it light so maybe I will put out there a great restaurant review, to a great vacation spot I find. Your going to have to check periodically, because I plan on keeping it fun, and keep you off balance with humor, fun and useful ideas on wealth management. All great things you can share with friends and family. Hey your friends person might have a great investment, but aren't people really interested in that great bargain or hot new restaurant in town - told you we will keep it fun. So stay tuned!
Monday, April 12, 2021
March Recap and April Outlook The American Recovery Act, President Biden’s $1.9 trillion stimulus, went into effect and both the economy and the market exhaled. The recovery has now fully recovered. The Fed expects the economy to...
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Michael L. Rosenberg, RFC, CPFA |
Thursday, April 1, 2021
Retirement is one of the biggest transitions of life, and it naturally brings up a lot of questions. For many people, the most pressing is whether existing savings will be enough to provide the life they want, for the entire length of...
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Michael L. Rosenberg, RFC, CPFA |
Thursday, April 1, 2021
The IRS has given everyone an extra month to file this year, which is helpful in dealing with the tax changes from the CARES Act. However, with another stimulus law in the rearview and infrastructure legislation already humming along,...
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Michael L. Rosenberg, RFC, CPFA |
Thursday, March 25, 2021
The $1.9 trillion American Rescue Plan is now law, and deployment has already begun. There was seemingly something for everyone in the plan – both big businesses and small, consumers across a large part of the income spectrum,...
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Michael L. Rosenberg, RFC, CPFA |
Monday, January 25, 2021
With government spending at unprecedented levels, one does not have to be an expert as to where taxes are going in the future. History also serves as an indicator to support higher future taxes. From the end of World War II until 1961,...
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