Roszell Financial Services / John Roszell
Welcome to my web site!
Because many people regard financial planning as complex and confusing, they often miss out on many potentially rewarding financial opportunities. They often take unneccessary risks and fail to adequately protect their assets.
That's where I can help. My goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth. By helping you acquire the information you need to pursue your financial objectives, I hope to establish a long and trusted relationship.
Newsletters
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ESG Investing in the Spotlight
This article explains environmental, social, and governance (ESG) investing and its potential effect on portfolio performance.
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Investor, Know Thyself: How Your Biases Can Affect Investment Decisions
While traditional economic models assume that people make rational decisions, most humans don’t think like robots. This article summarizes some common biases that can influence financial decisions.
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Are You Spending Money to Keep Stuff You Don’t Need?
One in 10 Americans leases a storage unit. But for many, it may be worthwhile to let go of unneeded belongings instead.
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Do You Have These Key Estate Planning Documents?
This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
Calculators
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Savings Accumulation
Estimate the future value of your current savings.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.