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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HOT TOPIC: The Economic Impact of an Aging World
This article looks at some of the demographic trends and economic challenges related to global aging.
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Understanding Life Insurance
Life insurance can help replace much-needed income after the death of a provider. With the wide variety of policies available, it’s important to understand the basic types of coverage.
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The United States Is Older Than Ever Before
The median age of the U.S. population rose to a record high in 2022, a demographic trend that has implications for the economy and government programs like Social Security and Medicare.
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Do You Have These Key Estate Planning Documents?
This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.