
Michael Rose, CFP®
President, Forthright Investments, LLC
Michael Rose, CFP is president of Forthright Investments, LLC. He holds a B.S. in Finance and a M.S. in Taxation from Bentley University.
6 Tax Filing Mistakes That Can Cost You Money

taxes
6 Tax Filing Mistakes That Can Cost You Money
Are you taking a deduction for retirement account contributions? What about investment management fees? Remember, you can always amend your return.
April 8, 2016
How to Pick the Right Mutual Fund for You

investing
How to Pick the Right Mutual Fund for You
Here are seven key questions you should ask before making a fund part of your portfolio.
February 15, 2016
What Bernie Sanders Can Teach You about 529 Plans

529 Plans
What Bernie Sanders Can Teach You about 529 Plans
Imagine the bern if his plan were to become law—you could pay taxes on college savings you thought were tax-free.
February 9, 2016