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.

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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

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investing

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

February 15, 2016

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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