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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Home Energy Rebates Could Save You Money
The Inflation Reduction Act of 2022 included two provisions allowing rebates for home energy efficiency retrofit projects and home electrification and appliance projects.
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After the Loss of a Loved One, Watch Out for Scams
Scammers often prey on those who are most vulnerable. This article outlines common scams that target people who have lost a loved one.
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Birthday Benefits Quiz
This quiz allows readers to test their knowledge of the ages related to key federal benefits and tax responsibilities.
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Eight Ideas for Smarter Holiday Shopping
Whether shopping online or hitting the mall this holiday season, these tips might help save time and money.
Calculators
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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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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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Car Affordability
How much can you afford to pay for a car?