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
-
If You Don’t Have a Will Yet, Why Not?
Although 64% of Americans think having a will is important, only 32% have one. This article looks at reasons people don’t have a will and why they need one regardless of the reason.
-
HOT TOPIC: The Fed Finally Cut Interest Rates
The Fed’s first rate cut of one-half percentage point in four years marks a critical juncture for the economy, with significant implications for consumers, businesses, and investors.
-
Do You Have Enough Life Insurance?
Life insurance needs change over time. This article presents five guidelines to help determine an appropriate amount of life insurance coverage.
Calculators
-
Savings Goals
How much do you need to save each year to meet your long-term financial goals?
-
Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
-
Retirement Portfolio Lifespan
How Long Will Your Funds Last?
-
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.