Juan L. Rosas III, CFP

02/27/2023

With the right financial plan in place, creating the life of your dreams can be as easy as drag and drop. You have the goals, I just help you get there. Contact me to get started.

03/29/2021

Whatever stage of life you’re in, I can help create a financial plan for your specific needs. Let’s talk about why it’s key right now to have financial protection for your loved ones, and how to make it happen.

03/25/2021

Our Chief Investment Strategist, Brent Schutte, looks at a key, timeless investing lesson that can help us be better investors in the future.

A year after the market bottom during the COVID-19 recession, we look back at what we can learn from the COVID-19 recession.

03/08/2021

Protecting your family or business can make unpredictable times feel steadier. I can show you solutions for staying focused on your goals instead of your worries.

12/15/2020

Northwestern Mutual - Las Colinas is proud to announce that our company's College Financial Representative internship has once again been ranked as a Top 100 Internship Program. We’ve been ranked as a Top 3 internship for Financial Services and Top 10 for Career Development. Contact me if you'd like to explore internship opportunities with Northwestern Mutual.

12/11/2020

I’m proud of the work Northwestern Mutual does every day for families battling . Now in its third year, the Northwestern Mutual Foundation has awarded scholarships to more than 110 childhood cancer survivors and siblings around the country. Applications for next year’s scholarship program are now open! If you know someone who may be eligible for our scholarships, I’d encourage you to learn more and apply here:

Northwestern Mutual Foundation has established a scholarship program to assist pediatric cancer survivors, age 25 and under, who plan to continue their education in college or vocational school programs.

11/11/2020

It’s a great benefit, but it can also give you false peace of mind.

Many work benefits packages provide you with group disability insurance. But what are the advantages and disadvantages of group disability insurance?

11/06/2020

Demonstrating strength, Northwestern Mutual will distribute its largest-ever, industry-leading dividend payout of $6.2B. Policyowners can use dividends to increase their policy cash value, reduce premium cost, or take as cash.

Northwestern Mutual announced today that its policyowners will receive an estimated $6.2 billion through the company's 2021 dividend payout. This payout marks another record for the company, which...

11/03/2020

There’s likely to be some election-induced volatility. But it’s important to keep a long-term view.

We have 5 key points investors should keep in mind during what could be a turbulent week. Here’s Northwestern Mutual’s weekly market commentary for the week of Nov. 2, 2020.

10/30/2020

Plus, why the long-term view is important for investors as we approach the election.

COVID-19 cases touched a new record, but positive economic signs emerge. Here’s Northwestern Mutual’s market commentary for the week of Oct. 26, 2020.

10/27/2020

Whether it's an expense you didn’t anticipate, a global pandemic or anything in between, life is unpredictable. That’s why we help people take control of their finances to protect against life’s curve balls and plan for what’s next. Ready to learn more? Let’s chat.

A Northwestern Mutual study finds more Americans are considering financial planning following the economic shock of the coronavirus. Here’s what you should know about starting a financial plan.

10/21/2020

When it comes to retirement, one of the top questions I’m asked is “How much money do I need?” The answer varies for everyone – but the one thing that remains the same is a solid plan to help you retire the way you want to retire. I’m here to help you get there.

Is your 401(k) enough for retirement? In many cases, it’s a good idea to have retirement savings beyond a 401(k). Doing so allows you to be more efficient when you generate income in retirement.