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.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
The Average American Budget
Learn about the average American budget in this fun and interactive piece.
Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
This article may help you maximize the benefits of your donation for your chosen charity.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the total cost in today's dollars of various mortgage alternatives.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
How will you weather the ups and downs of the business cycle?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Here’s a crash course on saving for college.
When do you need a will? The answer is easy: Right Now.