Rick Rosenberg is an experienced professional with over 30 years in the financial services industry.
It is our goal to increase your net worth in a prudent, disciplined manner.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our mission is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Helpful Content
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
The Basics of Medicare
Learn all about Medicare basics in this informative and insightful article.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
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My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
College Savings
See how much you may need to save now to cover future college costs for your child.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
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Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?