Posts by Don Ross
3.31.23 Don and Michael Schoedinger
3.24.23 Don and Glenn Harper talk taxes
Year-End Guide to Financial Planning
Year-End Thoughts From Don With all that has transpired in 2020, there are several new laws and exceptions included in this financial planning guide that may impact your current tax…
Read MoreWhy Sequence of Returns Risk Matters Now
Overview The stock market initially posted a major drop at the beginning of the U.S. coronavirus outbreak. Since then, it has gained back some ground, but there continues to be…
Read More3 Steps to Build Your Financial Plan… Today!
Saving and planning for retirement are essentially two different things. We get asked this question a lot at Ross Wealth Advisors, so we thought we would help set the record…
Read MoreHow Safe is an Insurance Company?
An Inside Look at the Insurance Industry and the Regulations that Keep it in Check Answering the Question: How Safe is an Insurance Company? When you think about the car…
Read MoreUnderstanding Fixed Index Annuities
A Guide to Understanding the Advantages and Costs of Fixed Index Annuities (FIAs) If you’ve started thinking about creating income for retirement, chances are you’ve heard about annuities. Annuities are…
Read MoreIncome Ideas for Retiring Early – Part 2
This is Part 2 of Income Ideas for Early Retirement. Did you miss part 1? Go to Income Ideas for Retiring Early – Part 1. Is your retirement income guaranteed?…
Read MoreIncome Ideas for Retiring Early – Part 1
Has the new world thanks to COVID 19 moved up your retirement date? Perhaps it’s time to exchange your paycheck for play checks and retire sooner. It may be time…
Read MoreA Note About Moving Forward
A note about moving forward… Our top priority will always be your safety and security. Whether it be in the office or at an outside venue, stringent cleaning and…
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