Your Source For Holistic Financial Planning
Welcome to RoseChase Financial online.
Here you'll discover valuable information, relevant articles, easy to use calculators, and access to the latest market performance data. And you'll discover the advantages of working with the RoseChase Financial team to pursue your financial goals.
Working together, we'll analyze your unique financial situation and chart a course toward helping you achieve your goals. Whether you're interested in investing, saving for retirement, preserving your wealth or planning your estate, the RoseChase Financial team is here to help you understand the risks and rewards that come with proactively managing your personal finances.
Bookmark this site to your list of "favorites" in your Internet browser. We frequently update and add to the information you'll find, so there's always something new to explore.
Newsletters
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Fixed Annuities: Retirement Income for Now or Later
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
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Tax-Loss Harvesting Offers Chance at Silver Lining
Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
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Home Energy Tax Credits
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
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Most Grocery Shoppers Aren’t Fooled by Shrinkflation
You may have noticed products shrinking in size while prices stay the same or increase. This article includes tips for spotting and reducing the impact of this tricky strategy.
Calculators
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Car Affordability
How much can you afford to pay for a car?