Posts by Rosemont Advisors

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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3 Smart Things to Do When You Inherit Money

Posted by on Mar 3, 2016 in Articles, Uncategorized

When you inherit money from a loved one, it might be tempting to treat yourself to a luxury. Maybe your dream car or a long vacation? While it’s not necessarily wrong to use at least part of your inheritance for a little fun, make sure you don’t make an impulse decision about how to use your newly acquired funds. American retirees expect to leave an average inheritance of almost $177,000 to their heirs, and in several countries, that figure is much higher. An inheritance can be extraordinarily useful for your financial health, but it’s not something you can necessarily expect or completely...

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5 Steps to Plan Your Retirement

Posted by on Dec 1, 2015 in Articles, Uncategorized

Only one in three Americans in their 50s has ever tried to plan for retirement, according to a National Bureau of Economic Research study. And a third of those who try to plan admit that they either gave up or failed miserably. The result: Barely 20 percent of pre-retirees have a useful plan for retirement. But making a plan is not all that difficult. Remember, it’s not written in stone, so you don’t need to get bogged down in details, and you don’t have to worry about getting everything right. It’s like making an outline for an essay. The outline gives you a rough...

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10 Savings Tips for Holiday Shopping

Posted by on Nov 10, 2015 in Articles, Uncategorized

Christmas is weeks away, but many consumers are already prepping for the annual holiday spending extravaganza — and they may be on to something. Retailers, to be sure, are revving up the profit engines and setting their sights on Black Friday, traditionally the single biggest shopping day of the year. In the not-too-distant future, Christmas décor will be hanging from store rafters and weekly circulars will be advertising deals on coveted items. These tips can help consumers get their budgets in order, their money saved up and their plans in place for a smooth and financially sound...

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Quarterly Newsletter – 4th Quarter 2015

Posted by on Oct 28, 2015 in Quarterly Newsletter

Keep plugging away with your retirement plans. The stock market plunge on August 24, 2015 – the 8th worst day in U.S. stock market trading history – gave investors plenty of cause for concern. But there’s no reason to abandon your long-term investment plans after a temporary setback. 4th Quarter 2015 Newsletter

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