Field your dreams.
The are both America's favorite pastimes. A strategic process that requires discipline and patience.
"What's nice about investing is you don't have to swing at pitches. You can watch pitches come in one inch above or one inch below your navel and you don't have to swing. No umpire is going to call you out. You can wait for the pitch you want."
During the course of a lifetime, personal circumstances change. Some of the most important financial decisions you make, will be the result of marriage, parenthood, home ownership, college education, and retirement. Wherever you are in life, there are several factors to take into account that may affect your financial situation.
Roz Financial is dedicated to helping individuals, families, and business owners develop a long-term, customized plan to help meet their personal and financial goals and dreams. Our job is to examine and take inventory of your financial history both past and present and work with you to establish a strategy to help you attain your desired wealth.
At Roz Financial we put your needs and interests first. We want to keep your financial future sound by monitoring your progress and keeping you in scoring position. Call our office at (224) 612-7057 to schedule a complimentary consultation with one of our Certified Financial Planners ®.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
There are things about Social Security that might surprise you.
For some, the social impact of investing is just as important as the return, perhaps more important.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Making the most of surprises is a great reason to work with us.
What if instead of buying that vacation home, you invested the money?
Around the country, attitudes about retirement are shifting.
Here is a quick history of the Federal Reserve and an overview of what it does.
Recent changes in estate tax laws could affect the strategy you have in place.