Roxanne Hosein, Financial Advisor

12/31/2022

12/20/2022

Teaching your children good financial habits is one way to set them up for future success. It can be a step towards building generational wealth. Read this article for 5 tips on how to get started. https://eqtble.co/3irLFOY

12/13/2022

A financial professional finds how money, emotion and life plans connect. By linking finance to feelings, financial professionals can help you develop a meaningful financial plan. Find a financial professional:

Financial professionals work with you every step of the way to help build not only a healthy financial profile for you, but a strong foundation to toward achieving the plans you have for your life.

12/13/2022

Your retirement plan should match your lifestyle, goals, and interests. This article discusses why it is important to consider your unique purpose to create a plan for retirement that fits you. Let’s discuss your options.
https://eqtble.co/3OLP3QA

12/06/2022

Designing a plan to meet your long-term goals can help you feel more confident about facing your future retirement. It can also provide the opportunity to enjoy financial freedom in retirement. This article discusses various ways to fund your future. I’m happy to help you create a strategy to address your needs.
https://eqtble.co/3EUXi8G

12/06/2022

Educators face many challenges when it comes to finding a balance at work and home. Here is one way to meet them. Read more:

When Cherish Pipkins first became the principal of an elementary school in Texas, she was overwhelmed. As a teacher, she had been responsible for the children in her classroom and her family at home; now, she was responsible for her family, every child at school, and the school’s entire staff.

11/29/2022

Educators face many challenges when it comes to finding a balance at work and home. Here is one way to meet them. Read more:

When Osley Cook was a child, his father took him to a music store to buy him his first trombone. Cook remembers his father writing out a check for $385—and realizing, in that moment, why his father often worked double and triple shifts.

11/22/2022

Not every investment question can be solved by an algorithm. Read our article to find out how to decide whether you could benefit from a real live financial professional.

A real live financial professional can do more than any technology platform by helping to set you on your path toward success.

11/22/2022

Educators face many challenges when it comes to finding a balance at work and home. Here is one way to meet them. Read more:

At work, Cherish Pipkins is always on. An elementary school principal in Texas, Pipkins is a relentlessly positive presence, the kind of school leader who personally greets students every morning, regularly checks in on her teachers’ workloads and emotional wellbeing, and generally puts everyone e...

11/21/2022

Saving for retirement can be challenging with many other life decisions taking priority. This article discusses some of the issues with future savings and thigs to consider when planning for retirement.

Young woman analyzing retirement accounts. getty We all know we need to save for retirement, but it can be tricky to know which of all the various

11/15/2022

Read our article about how to decide whether you’ve reached the point where you can benefit from a financial professional’s advice.

Instead of worrying about whether you have enough money to work with a financial professional, think about whether you need one.