Roszell Financial Services / John Roszell
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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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Accounts for Two: A Team Approach to Retirement Savings
Even if most of a married couple’s retirement assets reside in different accounts, open communication and teamwork can help them craft a unified retirement strategy.
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Beware of These Life Insurance Beneficiary Mistakes
Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
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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.
Calculators
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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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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.