Andrew K. Rose, CFP, Financial Advisor

03/27/2025

It's almost April, and with April comes April 15th, the tax-filing deadline (outside of extensions). Getting past filing taxes is a worthwhile anticipation. For many though, they find out that their tax situation changed for the worst...

11/26/2024

https://youtube.com/shorts/BXFuNMa8Z7k

Should you pay off debt first? Invest first? Buy a home or rent? Should you convert your IRAs to Roths? Should you do 529 plans for kids? We all have so...

10/16/2024

Did you know that your health can directly influence your earning potential and retirement net worth?

Come check out this webinar with good friend, and personal fitness coach Stan Vaccari with SV Coaching.

We discuss how just like having a custom financial plan, having a custom health and fitness plan can pay dividends in your future.
** How the busy professional can take care of their health
** How a simplified approach and only a few minutes a day can be the best thing for your wallet and future

In this video we discuss the value of why investing in your health will help your finances as well. As well as the benefits of having a coach for your finan...

09/13/2024

Several key numbers tied to IRAs, capital gains and gift taxes are adjusted annually.

04/11/2024

For those who are considering Roth conversions, this is a summary of key considerations and how to organize the process.

Roth Conversions Retirement Retirement Tax Planning

11/23/2023

Wishing you all a great Thanksgiving!

11/10/2023

Thankful for my family, friends and those brave who served our great country! Thank you all

09/26/2023

With hurricane season in full-force, there are some steps you can take that may help you "disaster-proof" your home. Read more:

Extreme weather poses a growing threat to homeowners, with storms growing in number and intensity.

09/20/2023

Want to test your life insurance knowledge? Take our quiz and find out where you rank.

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

09/08/2023

🔑 Unlock the power to shape your legacy! 🔑

As August is What Will Be Your Legacy Month, let's remember that we have the ability to shape our own legacies. The choices we make, the actions we take—they all contribute to the story we leave behind. Dream big, pursue your passions, and live a life that inspires others to do the same. 💫

09/03/2023

💡 Your legacy: a beacon of light in a changing world! 💡

During this special month, let's remember that our legacy isn't just about our achievements—it's about the values we hold dear and the positive change we create. Share your wisdom, uplift others, and be the guiding light that illuminates the path for future generations. ✨

08/29/2023

🌍 Leave footprints that inspire generations! 🌍

August is What Will Be Your Legacy Month, reminding us that every action we take matters. Each word of encouragement, each act of kindness, can ripple through time and touch countless lives. Let's make our legacy one of love, compassion, and empowerment! 💚