Articles by Michael Rose, CFP®

Latest articles by Michael Rose, CFP®

A person sitting at a desk, holding a pen, with a calculator, piggy bank and a stack of coins

6 Tax Filing Mistakes That Can Cost You Money

taxes Are you taking a deduction for retirement account contributions? What about investment management fees? Remember, you can always amend your return.

taxes

How to Pick the Right Mutual Fund for You

investing Here are seven key questions you should ask before making a fund part of your portfolio.

By Michael Rose, CFP®

investing
What Bernie Sanders Can Teach You about 529 Plans

529 Plans Imagine the bern if his plan were to become law—you could pay taxes on college savings you thought were tax-free.

By Michael Rose, CFP®

529 Plans