Ivan Rosa, NPC Financial

03/06/2023

4 in 5 business owners do some sort of financial planning, according to the 2021 Guardian Confidence Study. And business owners can also take steps to help improve their employee’s financial wellness.

When employees are stressed about money, they are distracted and less productive. Business owners can help solve this issue with a financial wellness program.

02/27/2023

77% of business owners report having trusted people to guide them on financial topics, according to the 2021 Guardian Confidence Study. If you’ve got a goal of owning a company, these financial tips can help:

Are you an aspiring entrepreneur wondering “What does it take to run a company?” This article lays out a helpful path for getting your small business off the ground.

02/20/2023

Investing your money can lead to greater long-term financial security, but you’ll want to know these four fundamentals about investing first. And I'm here when you're ready for number 4.

The first step in successful investing is to learn these 4 strategies. Learn the fundamental principles of long-term investing.

02/13/2023

Wanting to feel more financially protected and confident is an admirable goal. And learning how to attack your credit card debt can help you get there. https://bit.ly/3iUCC9z

02/06/2023

On your path to financial wellness this year, don’t skip the important emergency fund step! Read this for how to help start your emergency fund today, where to put it, and how to use it. https://bit.ly/3XhDfsO

01/30/2023

Looking to achieve financial wellness in this new year? The first step is to make a budget you’ll stick to. Check out these tips to help you create a simple budget you can follow.

Why can’t I stick to a budget? Sound familiar? Here’s how to make a budget that is simple to keep yet flexible enough to adapt to your lifestyle.

01/23/2023

Whether your financial goals are big or small, short-term or long-term, there are easy things you can start doing now to help improve your financial wellness. Check out the list here:

Improving your financial life doesn’t have to be tedious and time-consuming. These easy actions can lead to improvements in a matter of minutes.

12/05/2022

HIV now is viewed similarly to most other chronic diseases by life insurance companies. Life insurance, whether term or whole life, helps protect the people who depend on you for financial support after you pass away.

11/28/2022

Attention Business Owners! How you spend your time impacts your business, so use it wisely! Take this quiz to learn more and find resources to help you achieve your most pressing priority.

Having clearly defined financial objectives for your business and a plan for reaching them can give you the time and confidence to focus on your passion. In just a few steps, you'll have a customized action plan for your most pressing priority and suggestions for the methods to make it a reality, pl...

11/23/2022

Retirement looks different for everyone. But, guaranteed income is a common element to a confident retirement. Find out more.

We get it. Retirement means something different to everyone and requires more planning than it did for our parents. Let’s figure out what you’ll be doing in your second-half and find a way to make it a reality.

11/21/2022

The #1 priority for working Americans is guaranteed income in retirement. About 1 in 3 workers lack confidence they’ll be ready when they stop earning a paycheck. Let’s connect to discuss your financial confidence Source: The Guardian Confidence Study 2021

Take this quiz to find out how you compare with the most financially and emotionally confident Americans and to learn what you can start doing differently now.

11/17/2022

Worried about outliving your money? If so, you’re not alone. An annuity can provide you with guaranteed income in retirement. Here’s what you need to know about the different kinds. Contact me and let’s discuss if an annuity is a good fit for you.

Some economists say annuities are “the most efficient way to create income in retirement,” but what is an annuity? Learn about the various types of annuities.