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My Blog

goodfinancialcents5

Helping You Make "Cents" of Your Investments

Please be sure to check out my financial planning and investment blog  Good Financial Cents. I update on a frequent basis trying to keep my clients up to date on various investment and personal finance related topics.  Be sure to check it out!

Here’s some of my more popular posts:

  • Reasons Why I Love In-N-Out Burger: It’s No Secret
  • How Much Term Life Insurance Do You Need to Buy?
  • Gone Daddy Gone – AGI Restriction For Roth IRA Conversion
  • IRA Consolidation: The “Super IRA” Strategy
  • 7 Questions To Ask Your Financial Planner
  • Managing Your Money While Deployed, One Soldier’s Story

Roth IRA Posts

  • 8 Unusual Things to Hold in Your IRA
  • 7 Things To Know About The 2010 Roth IRA Conversion
  • Don’t Get Phased Out of Your Roth IRA for 2009. Here’s The New Contribution Limits.
  • Roth IRA Rules for 2011
  • Roth IRA- Time To Convert

401k Planning

  • Should You Cash Out Your 401k?
  • Don’t Get Phased Out of Your Roth IRA for 2009. Here’s The New Contribution Limits.
  • 2009 401k Contribution Limits Have Increased
  • Four Options With Your 401k When Changing Jobs
  • 401k Tips: What Not To Do

  • Welcome to Jeff Rose Financial

    Certified Financial Planner Illinois Jeff Rose
  • Jeff Rose is a CERTIFIED FINANCIAL PLANNER™ professional and CEO and founder of Alliance Wealth Management, LLC.

    CFP     NFPA

    The CFP® certification process consists of initial requirements in the areas of Education, Examination, Experience and Ethics (known as "the four Es"). Applicants for certification must also have a bachelor's degree (or higher), or its equivalent, in any discipline, from an accredited college or university in order to obtain CFP® certification. Once you have successfully met the requirements and completed the initial certification process, you will need to meet ongoing education and disclosure requirements to maintain CFP® certification.
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