Rosemeyer Management Group - Milwaukee

09/06/2025

Join me at Nicolet High School for a two-part class designed to eliminate the guesswork in retirement planning. We’ll walk through how much you’ll really need to retire, smart tax strategies, estate planning tips, and how to avoid costly pitfalls—backed by real-life examples you can relate to.

You’ll leave with practical tools, confidence, and a workbook full of guidance you can apply immediately.

- Two nights. Two workbooks. A more secure retirement.
- Taught right here at Nicolet High School

Reserve your seat now – space is limited!

Option 1: Wednesdays 9/24 & 10/1, 6-9pm
https://winicoletweb.myvscloud.com/webtrac/web/iteminfo.html?Module=AR&FMID=26200478

Option 2: Thursdays 9/25 & 10/2, 6-9pm
https://winicoletweb.myvscloud.com/webtrac/web/iteminfo.html?Module=AR&FMID=26200539

03/17/2023

Banks play a vital role in the economy, providing individuals and businesses with access to cash, credit, and other financial services. Despite their importance, however, banks can fail. And when they do, the effects often cause panic in the wider economic environment.

Two major banks collapsed in three days. Here’s what consumers need to know about safeguarding their savings.

12/06/2022

Many of us share a similar worry: will we have enough money to last through all of retirement?

Many worry if we’ll have enough money to last through retirement. These 3 tips can help your retirement savings outlive you, not the other way around.

12/02/2022

Sure, nobody likes to pay taxes—and capital gains taxes are no exception.

Need help minimizing your capital gains taxes? Rosemeyer Management Group can help; check out these 4 tips now!

11/30/2022

Who would have thought that retirement planning involved so much math?

Retirement is around the corner. Here are some smart moves to prepare now for your retirement healthcare plan.

11/15/2022

If there’s ever a time when we need to stop and take stock of all we have to be grateful for, it’s now.

Rosemeyer Management Group wants to wish you a Happy Thanksgiving! We hope this holiday season brings you joy.

11/15/2022

Parents have been there for you for decades. Knowing one day the roles will be reversed and you will be the one to look after them can be a difficult pill to swallow.

Are you worried you will have to care for your aging parents? Learn 5 ways you can prepare financially to care for elderly parents.

11/03/2022

With the news full of economic woes these days, from interest rate hikes to sliding stock market indices, it can feel like our world is spinning out of control.

You know you need a nest egg to sustain you in the future. But how do you prevent taking on too much risk in the investment process?

10/28/2022

My clients always ask me how I manage my own money as if it’s a secret that I keep to myself.

Successful money management doesn’t have to be shrouded in mystery. Keep these 3 tips in mind when investing your money.

10/26/2022

Some things in life captivate us from a young age and never stop fascinating us.

https://www.rosemeyermg.com/blog-01/why-i-became-financial-advisor-0

10/24/2022

Don’t settle for less than a full understanding of your financial picture when hiring an advisor.

Don’t settle for less than a full understanding of your financial picture when hiring an advisor. Learn more about Rosemeyer Management Group!