From the category archives:

Rose in the News

Insureres, B-Ds Can Help Advisers Navigate Annuities Maze

by Rose Greene, CFP on September 12, 2012

Planners put a premium on carrier outreach, B-Ds’ annuity expertise Rose was recently featured on Investment News discussing how and what would help advisers to navigate the annuities world. Read below or click on the link to read Rose’s commentary.     By Darla Mercado For advisers, navigating the field of annuities continues to be [...]
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Institute of Business & Finance Announces a New CIS Desginee

by Rose Greene, CFP on April 23, 2012

San Diego, CA, April 23, 2012 – The Institute of Business & Finance (IBF) recently awarded Rose Greene with the only nationally recognized retirement designation, CIS™ (Certified Income Specialist™). This graduate-level designation is conferred upon candidates who complete a one-year educational program focusing on fixed-income instruments, retirement and financial planning, taxes, Social Security, withdrawal plans, [...]
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What to Do When You Outlive Your Retirement Funds

by Rose Greene, CFP on February 28, 2012

Rose was recently featured on The Street addressing the issues related to retirement planning . Read below or click on the link to read Rose’s commentary.     By Seth Fiegerman NEW YORK (MainStreet) — The idea of retiring comfortably has become the new American dream for many households, but all too often it’s a dream that doesn’t [...]
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What Alternative Long-Term Care Can Do for You

by Rose Greene, CFP on October 26, 2011

Rose’s interview on asset-based long-term  care was published in the October issue of The Advocate. Read below or click on the link to read Rose’s commentary.   By Rose Greene CA Insurance Lic# 0690429 Long-term care policies save taxes and pay off before you die. “A penny saved is a penny earned,” Benjamin Franklin said. [...]
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How Debt Ceiling Crisis Hits Retirement Plans

by Rose Greene, CFP on August 2, 2011

Rose was recently featured on The Street  addressing the extent to which debt ceiling crisis can affect retirement plans. Read below or click on the link to read Rose’s commentary.     By Seth Fiegerman NEW YORK (MainStreet) — The longer the debt ceiling debate drags on in Washington, the more worried many Americans are becoming about whether and [...]
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