Andrew K. Rose, CFP, Financial Advisor

Andrew Rose, Financial Advisor serving clients in Raleigh, NC and across the country. Providing guidance and planning to live a full life today, while preparing for your future.

It's almost April, and with April comes April 15th, the tax-filing deadline (outside of extensions). Getting past filing taxes is a worthwhile anticipation. For many though, they find out that their tax situation changed for the worst...

Tax Filing Review Items

https://youtube.com/shorts/BXFuNMa8Z7k

How does a Financial Advisor Approach advice? Should you pay off debt first? Invest first? Buy a home or rent? Should you convert your IRAs to Roths? Should you do 529 plans for kids? We all have so...

Did you know that your health can directly influence your earning potential and retirement net worth?

Come check out this webinar with good friend, and personal fitness coach Stan Vaccari with SV Coaching.

We discuss how just like having a custom financial plan, having a custom health and fitness plan can pay dividends in your future.
** How the busy professional can take care of their health
** How a simplified approach and only a few minutes a day can be the best thing for your wallet and future

Health & Wealth - Why Invest in Both with Stan Vaccari of SV Coaching. In this video we discuss the value of why investing in your health will help your finances as well. As well as the benefits of having a coach for your finan...

9 New Tax Projections for Retirement Planning in 2025 | ThinkAdvisor Several key numbers tied to IRAs, capital gains and gift taxes are adjusted annually.

For those who are considering Roth conversions, this is a summary of key considerations and how to organize the process.

Key Tips on How to Convert a Roth IRA Roth Conversions Retirement Retirement Tax Planning

Wishing you all a great Thanksgiving!

Thankful for my family, friends and those brave who served our great country! Thank you all

With hurricane season in full-force, there are some steps you can take that may help you "disaster-proof" your home. Read more:

Experts offer tips on how to "disaster-proof" your home Extreme weather poses a growing threat to homeowners, with storms growing in number and intensity.

Want to test your life insurance knowledge? Take our quiz and find out where you rank.

Test Your Life Insurance Knowledge How much do you know about one of the most important tools you have to help protect your and your family’s financial future?