The Rosamond Financial Group

06/25/2026

Do you own a small business? Read about the best tax deductions for small businesses to track in 2026 to help lower your company’s tax bill.

06/24/2026

We’re always honored when clients refer friends or family our way!

If someone you know is approaching retirement, navigating a life change, or ready to build a financial plan, our team is here to help.

We are always happy to help your friends and family! Whether they are going through a life transition, nearing retirement or want to develop a financial plan, we can help.

06/15/2026

Let’s take a closer look at how required minimum distributions (RMDs) fit into your unique financial picture, clear up the common misconceptions, and create a plan to support the retirement lifestyle you’ve been envisioning.

Essential information about required minimum distributions. Preston Rosamond is a financial advisor with The Rosamond Financial Group in Marble, TX.

06/12/2026

Managing a mortgage, planning for taxes, and keeping your budget on track can feel like a juggling act.

We’re here to help you stay organized and make the most of what you earn.

📞 830-798-9400 | 📧 [email protected]

Managing your finances is an important component to any financial security plan. Along with the protection offered through insurance and the goal setting provided by investment choices, money management strategies help you manage your savings on a daily basis.

06/11/2026

Don’t overlook ESOPs. A significant retirement benefit, they come with serious tax advantages for high-income business owners and executives. Here’s what to know.

06/10/2026

Looking for a tax-smart way to retire? Discover how Roth IRA conversions can strengthen your retirement savings in our latest post.

Are Roth IRA conversion benefits a good fit for your finances? Preston Rosamond is a financial advisor with The Rosamond Financial Group in Marble, TX.

06/08/2026

At The Rosamond Financial Group, our goal is to bring personalized retirement planning to more individuals, and your advocacy makes it possible. If you know someone who would benefit from our guidance, please invite them to connect with us.

Want to help us help more people? Many of our new clients are referred by existing ones. In this article we’re sharing ways you can help us grow and help people you know at the same time.

06/05/2026

Retirees who have prepared for their retirement usually rely upon three main sources of income: Social Security, individual or employer-sponsored qualified retirement plans, and their own savings or investments.

A sound retirement plan will emphasize qualified plans and personal savings as the primary sources with Social Security as a safety net for steady income.

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations. For one, people are living longer. Longer life spans have created a number of new issues that need to be taken into consideration when planning for retirement.

06/03/2026

In this article I walk you through three real-world scenarios which can seriously impact a business and share practical ways to shield yourself from these major risks. The goal is simple: help you strengthen your plan so you can grow with more confidence.

Preston Rosamond, an independent financial advisor with The Rosamond Financial Group in Marble, TX, helps business owners create risk management plans.

06/01/2026

What happens to your company if one of your most important people suddenly isn’t there?

For many businesses, a small group of individuals drives revenue, maintains client relationships, and keeps operations running smoothly, making key person insurance a critical consideration within broader financial planning.

What’s your backup plan if your most important person suddenly isn’t there? For some businesses, a few key individuals drive revenue, relationships, and daily operations. Losing one of them can create immediate disruption, but it doesn’t have to derail everything. Learn how to have confidence ...