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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Extreme Weather and Your Home Insurance: How to Navigate the Financial Storm
Many insurance companies have begun to raise rates, restrict coverage, or stop selling policies in high-risk areas.
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Key Retirement and Tax Numbers for 2025
This article outlines some important IRS cost-of-living adjustments for 2025.
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A Mortgage Recast Is an Alternative to Refinancing
When a mortgage is recast, the borrower puts money toward the principal balance of a home loan, reducing the monthly payment.
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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.
Calculators
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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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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Car Affordability
How much can you afford to pay for a car?