Broker Check
Rightsizing for Retirement What Can a Million Dollars Buy You? Should You Tap Retirement Savings to Fund College? Should You Invest in Exchange Traded Funds?

Field Your Dreams

5 Investing Lessons You Can Learn From Baseball

Major League Baseball has returned to ballparks across the country. While it's exciting to see sluggers and aces back on the field, the return of baseball serves a more useful purpose: the chance to hone your investing skills. That's because many of the fundamentals that are key to the sport can help you develop a solid portfolio. Here are some useful lessons from the national pastime:

1. Good Investing Isn't About Hitting Home Runs

2. Don't Listen to The Chatter

3. It Ain't Over Til It's Over

4. The Most Expensive Rosters Don't Necessarily Make The Best Teams

5. Be Prepared For Any Pitch That's Thrown At You

Kerry Close - April 04, 2016


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 ®. 

Sponsor

Roz Financial is a proud sponsor of Dup15q Alliance. Dup15q Alliance provides support and promotes awareness, research and targeted treatments for chromosome 15q11.2-13.1 duplication (dup15q) syndrome. 

Learn more at www.dup15q.org

Helpful Content

Disability and Your Finances

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

The Economic Journey of Your Morning Coffee

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

U.S. Personal Savings Rate

U.S. Personal Savings Rate

What can be learned from the savings rate?

 

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

The History of Retirement

Do you know where the idea of “retirement” comes from?

View all articles arrow

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

View all calculators arrow

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

View all presentations arrow

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

View all videos arrow