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What You Don't Know About Your Parents' Finances Could Ruin Yours

I wasn’t too surprised when personal finance website GOBankingRates recently released a survey that found that 73% of Americans haven’t had conversations with aging parents about their finances. After all, most people are too busy trying to figure out their own finances to think about having money talks with their parents. What did surprise me, though, was that 22% of the survey’s respondents said that they never plan to have this conversation with their parents because they think their parents’ finances are none of their business. It’s one thing to assume that these conversations can wait until a health or financial emergency makes them necessary. But avoiding money talks with your parents altogether can be a mistake. By Jeff Rose, CFP® via Forbes with contribution from Luis F. Rosa, CFP® EA

In The News
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Find Your Place in the Profession

Luis F. Rosa, CFP®, EA, spoke at NexGen Gathering about his career path within financial planning, diversity in the financial planning profession, and how the next generation of planners can find their own place in this profession – even if it doesn’t exist yet. As a firm owner, Luis spends a notable amount of time involving himself in the profession. He firmly believes that, in order to positively impact his clients – and the profession as a whole, it’s important to be involved as a mentor. He’s involved as a mentor through NexGen, attends conferences frequently, and also focuses on one-on-one, informal mentorship of new planners. Luis is passionate about focusing on building up the next generation and he loves to participate in focused mentorship of potential new minority planners. He also encourages other planners and work to continue building the profession. In this episode, Luis shares importance of mentorship, how to define your place within the profession as a new planner, and how you can find a home within financial planning. You won’t want to miss this!

In The News Blog Updates
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These Loans Could Help You Pay Rent. Are They Worth It?

HOUSING IS LIKELY THE largest monthly expense you're faced with. But some months, rent may not fit into your budget. Could a loan help you manage the expense? Some lenders are offering rent loans, which can help tenants fill the financial gap but may come at a high price. Here's what you need to know about this type of loan. By Jennifer Calonia via U.S. News & World Report with contribution from Luis F. Rosa, CFP® EA.

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InvestmentNews 40 Under 40 Class of 2019

Honored to be part of the 2019 class of 40 Under 40 from InvestmentNews and sharing the cover with Julia Wiss and Anders Jones. The 40 Under 40 Award is an annual award owned by InvestmentNews, a media company. Individuals may nominate themselves and no fee can be paid to be considered for or receive the 40 Under 40 Award. Minimum qualifying criteria include receiving a nomination for the award, being under the age of 40, and working primarily in the financial advisory industry, Eligibility for the award is determined by accomplishments to date, contribution to the industry, leadership, and promise. For the detailed requirements of the InvestmentNews 40 Under 40 Award, please visit: https://www.investmentnews.com/section/awards-and-recognition/40-under-40

In The News Blog Updates