Understanding Today’s Financial Environment
Welcome, I’m Al Rosen, a financial consultant in Phoenix, Arizona. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (602) 222-5757.
Helpful Content
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Replacing Your Medicare Card
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
Find That Lost Retirement Account
With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
What If Your Kids Decide Against College?
Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
Planning for Today’s Retirement Reality
As inflation and market volatility hit, learn how to secure your retirement to maintain your lifestyle
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The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
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Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?