From the category archives:

Investing

401K/IRA Rollover

by Rose Greene, CFP on June 4, 2012

Baby Boomers and Retirement Hopes

by Rose Greene, CFP on May 27, 2011

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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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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Your Annual Financial To-Do List

by Rose Greene, CFP on November 18, 2010

Things you can do before and for the New Year. Presented by Rose Greene Financial The end of the year is a good time to review your personal finances. What are your financial, business or life priorities for 2011? Try to specify the goals you want to accomplish. Think about the consistent investing, saving or [...]
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Assessing the Mid-Term Elections

by Rose Greene, CFP on November 11, 2010

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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