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.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Learn when it may not make sense to file a claim on your home insurance.
Protect yourself against the damage that your homeowners policy doesn’t cover.
The item most homeowners forget on their home improvement project checklist is insurance.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much you have the potential to earn during your working years.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the total cost in today's dollars of various mortgage alternatives.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
An amusing and whimsical look at behavioral finance best practices for investors.
Learn about cyber liability insurance in this entertaining video.
Here’s a quick guide to checking to see if you have unclaimed money.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.