A Generation Needs Help To Keep Its Dreams Alive. Presented by Rose Greene Financial What do you think your retirement will be like? If you are like many baby boomers, you may be pessimistic about it. Look at the results of a recent poll conducted by the Associated Press and NBC’s LifeGoesStrong.com: Only 11% of [...]
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Financial Planning
LPL Financial Model Wealth Portfolios Awarded Advisory Solutions Product of the Year by Money Management Institute Advisory Platform Honored for Innovation That Drives Industry Growth Wednesday, 18 May 2011 | 9:00 AM ET BOSTON, May 18, 2011 /PRNewswire via COMTEX/ — LPL Financial, the nation’s largest independent broker-dealer* and wholly owned subsidiary of LPL Investment [...]
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What effect could the results have on stocks and taxes? Provided by Rose Greene GOP picks up 60 seats in the House, 6 in the Senate. The 2010 midterm elections are over and frustration has prompted change on Capitol Hill. Republicans will control the House with at least 239 seats; Democrats will retain a narrow [...]
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Contact: Helena Ruffin 310-399-1200 helena@rosegreene.com Rose Greene, CFP© ATTENDS LPL FINANCIAL 2010 NATIONAL CONFERENCE, A LEADING FINANCIAL SERVICES EVENT FOCUSED ON INCREASING VALUE TO INVESTORS Santa Monica, CA – August 17, 2010—Rose Greene of Rose Greene Financial Services in Santa Monica recently attended focus10, a leading financial services industry conference hosted by LPL [...]
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Planning for retirement is a lifelong process defined by distinct phases: the Accumulation Phase, represented by your working years; and the Distribution Phase, which you enter when you retire or begin tapping into your retirement savings. By implementing some basic planning steps during each of these phases, you can achieve your financial goals for retirement [...]
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