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The Story of Lilly and Tucker

Meet Lilly and Tucker.  They entered the married world with hopes and dreams.  At first married life was great and they were the model couple.  Life was good. Backing up a few months, Lilly and Tucker had a typical engagement period, with lots  of decisions about the ceremony, the wedding party,…

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Listen To Your Sacrifice

What do you sacrifice in your life right now?  Sleep?  Relationships?  Comfort?  Health?  Time?  Money?  Your future? There’s a very clear message we convey through what (and how) we make sacrifices in life.  Said another way, our sacrifices reveal what’s important to us.  This is true because the nature of…

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Financial Stability: Can Your Finances Take a Punch?

It doesn't matter if a boxer has great stamina and knockout power if he has a glass jaw. One well aimed punch and the lights go out and that power and stamina mean nothing. In the same way, it doesn't matter how great your income or investments are if you…

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What is a 401K?

According to the 2019 National Study of Millionaires by Ramsey Solutions 8 out of 10 millionaires used company 401(k) plans to build their wealth. Many Americans already have access to a 401(k) through their employer which can make it a great option for getting started with investing. So, what is…

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Children First

Something happens every time you fly on an airplane.  As the plane pulls away from the gate the flight crew runs through a series of safety instructions.  It goes something like this, “In the event the cabin has a loss in pressure, oxygen masks will come down from the console…

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If you can’t afford to lose it…

My last car was 12 years old, had 160k+ miles on it, had dents, hail damage, murky lights, and an ugly cheap interior. It shook when it idled, it made lots of noises, and the hub caps were hideous. When someone dented the door in a parking lot, I could…

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Giving To and Through Retirement

Fish were made for the water.  You were made to be a giver. The theology is rich, but to summarize, you and I were made in the image of God, the most generous Giver.  Our identity and purpose for living is therefore rooted in the profound reality that we bear…

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Plan. Live. Give.

Roseman Wealth Advisors recently passed our seven-year mark since forming our partnership.  There were a lot of hard decisions to work through as we launched RWA, but one core element came to us quite easily.  Alan and I often collaborated at our previous firm and found that we share many…

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