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Resources

Welcome to our Financial Resource Center. We provide timely articles and information on financial topics. Please select items from the list presented below.

Articles

Education Planning

The Pros and Cons of College Savings Plans
Managing Costs When Children Return Home After College
Why the time is NOW to start College Savings

Insurance

Should retirement planning include long term care
Is a health savings account right for you?
Disability Insurance: Truth or Consequence

Medicare

A Guide to Understanding Medical Bills
Is Medicare Part D Worth It?

Financial Planning

With interest rates rising you should know your bonds
Reverse Mortgages: are they right for you
Real Estate Investments jump start retirement

Retirement Planning

Watch for Estate Planning Potholes
Time to Tear Up Those Credit Cards
Why you should not count on a pension
A creative couple finds six ways to boost retirement savings
Have you spoken to your parents about inheritance
Strategies to retire in the black - and stay in the black
Making a good estate plan great
Matching your retirement to your income

Annuities

What happens when payouts stop at husband's death

Taxation

Is the Alternative Minimum Tax coming after you?

Securities offered through Kalos Capital, Inc. and Investment Advisory Services offered through Kalos Management, Inc. both at 3780 Mansell Rd. Suite 150, Alpharetta, GA 30022. (678) 356-1100. Rose Financial Group is not an affiliate of Kalos Capital, Inc. or Kalos Management, Inc. Privacy Notice