Your guide from hire to retire.
Is having fun at work important? Yes! Navigating our office, you will always pass by a smiling face or hear the sound of laughter at some point in the workday. That is why to me, Rose Street Advisors embodies the core value of fun people creating a fun place to […]
A few months ago, a client who recently received a fairly unexpected sum of money asked to meet with me for counsel. He expressed that he really wanted to use it to bless his (very young) kids and asked our team for a recommendation on how to allocate the funds. […]
What Will You Retire To? As an employee, we are recommended to participate in the company provided retirement plan. However, why should one participate and what are we really saving for? Check out the video for a perspective of visualizing retirement and gain clarity to “Why Save?”. https://vimeo.com/776347306/fb129bd087 For Educational […]
A Common Thread: Being thankful for clients who care When I joined Rose Advisors 12+ years ago, I asked my mentor and insurance industry pioneer, Butch Doerschler — who is the perfect client? His answer was so simple and clear that it still resonates with me today. Who was Butch’s […]
Picture your employment posters. Are they in the employee entrance? By the coffee pot or in the cafeteria? You know you love them and willingly fork over the subscription fees for endless reminders that you need to keep them up to date. Well, the bad news is that the Equal […]
Did you know that when you restring a guitar, a best practice is to take it one string at a time in order to keep constant, dynamic tension on the guitar at-all-times? Guitars perform best when each string is carefully tuned, living under constant tension. And the tension is REAL! […]
Generous. Committed. Focused. Connected. Rose Street Advisors has a role to play in our community and we embrace the responsibility. At Rose Street Advisors, we have been IN the community and have personally and corporately counted it a privilege to give back TO the community for decades. From sponsoring events, […]
If you are like most businesses, October is prime time for budget development. For those employees who earn close to the minimum wage, the question is how much will we need to pay them in 2023? Let’s start with a little history. Back in 2018, there were two ballot initiatives, […]
July 27 was just like any other day. I got up, said goodbye to my wife and kids, enjoyed advising clients and went home to my family. We had extended family and friends over and after dinner, I went outside to get the campfire ready for making s’mores. I unloaded […]
“It’s easy to say no when there is a deeper yes burning inside.” – Stephen Covey Including my 6-year-old in re-wiring our trailer took longer than I had planned…but it was worth it. It was (kinda) easy to say NO to doing it quickly because I had the chance to […]