Michael Rose, CFP®

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
savings

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