Posts by Rosemont Advisors

Rosemont Working Remotely

Posted by on Mar 19, 2020 in Articles, Featured, Featured News

  Here at Rosemont, we understand the growing concern associated with COVID-19 (coronavirus) worldwide and in our own communities. Our team is focused on ensuring the continued health and safety of our clients and staff. Because of this reason, we have decided to temporarily close the Rosemont office.  While the office itself is closed, we will continue to work from home and will be available to you by phone or by e-mail.   On behalf of Rosemont Financial Group, we thank you for being our client.

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How to Detox Your Finances This Spring

Posted by on Apr 19, 2016 in Articles, Uncategorized

Spring is one of my favorite times of the year. The weather is warmer, which means my daughters no longer have to look like Ralphie’s younger brother from the movie A Christmas Story. This also means that I can’t hide indulgences in chocolate and comfort foods during the winter behind big sweaters. Our family tradition is to do a cleansing of our bodies and home to welcome in a new season. As I was talking about this to a girlfriend over ice cream (O.K., the cleansing will start next week), she mentioned that she wished she could do this for her finances. Here are some financial areas I...

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Retirement Isn’t About Losing Identity

Posted by on Apr 13, 2016 in Articles, Uncategorized

It’s a chance to create a ‘second act.’ When my friend Lowry was 87 years old, she happened past a neighborhood travel agency in Glendale, California, a city where she’d lived for more than 20 years. She noticed a young man standing in front of the window, peering in. He looked to her like a man who was burning to go in and buy a ticket to a faraway place, but something was stopping him. The fleeting moment was so profound for her that she took it as a sign to make a change in her life. Lowry, a grandmother who taught business for nearly six decades, packed her world atlas...

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How to Rightsize Your Retirement

Posted by on Apr 5, 2016 in Articles, Uncategorized

About a third of Americans between ages 50 and 64 plan to move within the next five years or so, according to a survey by the Demand Institute. Some baby boomers – especially those who have been renting all their lives or who never moved up from their starter house – actually plan to spend more on their homes in retirement. But more often than not, the baby boomer move will involve downsizing. They will trade in the old family home for smaller digs, perhaps in a less expensive neighborhood. Putting the old house on the market and clearing out decades worth of possessions can involve a lot of...

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5 Hard Truths About Money Even Smart People Forget

Posted by on Mar 24, 2016 in Articles, Uncategorized

We’ve all been there: You’re thinking so hard about how to solve a problem that you don’t notice the solution is right in front of you. Smart people do this all the time, sometimes overcomplicating their personal finances. By overlooking simple financial truths, otherwise intelligent people can make a mess of their finances. Take a look at some of these simple financial truths. Which ones deserve more of your attention? Behavior significantly affects the results of financial plans. Even the most intricate financial plans are not immune to human behavior. Unfortunately, it’s really easy to be...

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