The path to financial solvency can sometimes be bumpy, and even a smooth ride has the occasional hairpin turn. We can help you expertly navigate the sometime tricky terrain that is the financial landscape of life, including some of the more common pit stops—paying for college, buying a house, getting married, having children, and planning for retirement. Our fiscal GPS from Certified Financial Planner Jeff Rose and the Money Partners team will guide you through some of life’s most significant landmarks. With the information, tips and guidance on this page, you’ll be able to set goals, see possibilities, and find solutions. Remember, detours happen, but we can get you back on the road, headed in the right direction.
DESTINATION TWO
Marriage & Mortgage
First comes marriage then comes mortgage. And as you know, both cost a pretty penny. From how to plan a wedding without going broke to figuring out how much home you can afford, we can help you make the most of your hard-earned cash in these exciting milestone years.
DESTINATION THREE
Focused On Family
There are so many decisions to make when raising children. From school choice to extracurricular activities to how to pay for college, there are many forks in the road. But arriving at your destination is far from impossible and the following tips will help steer you in the right direction.
DESTINATION FOUR
Living Life
How's your career going? Ready for a change? Need a break? We can help. From figuring out your next job move to planning your upcoming vacation and how best to invest in yourself, we've got some solid advice on how to do it, how to pay for it and more importantly, how not to go broke in the process.
DESTINATION FIVE
Emptying The Nest
You're busy caretaking on both ends with kids beneath and parents above. With the kids out of the house, maybe you're thinking of upgrading your home or possibly trading up. And with your parents getting on in years, you know you need to have a frank conversation about their financials and other end-of-life plans. Not an easy task but certainly necessary to ensure the best possible outcome for everyone in your family. Read on for advice to help lighten the load.
DESTINATION SIX
Retirement Ready
You've waited all your life for this moment! Or perhaps you're gearing up for it in the near future. Whatever your situation, you want your retirement to be the best it can be. From protecting your nest egg from scammers to settling in to semi-retirement to gracefully aging in place, we've got some rock-solid advice you can use right away.
Check back soon for the next GPS financial navigation destination.