A Business Owner’s Guide to Smart Giving Without Disinheriting Your Family
So, you’ve spent years building your business — nurturing it from a scrappy startup to…
Author Rodney A. Cook, CFP, Partner — Rosell Wealth Management
Rodney A. Cook, CFP, Partner — Rosell Wealth Management
Rodney A. Cook CFP is the director of financial planning at Rosell Wealth Management in Bend. www.RosellWealthManagement.com.
Navigating the Sale of Your Business with Confidence
Transitioning from business owner to the next chapter of your life is a monumental step.…
The Strategic Edge in Business Exits
Harnessing the “6% Advantage” At the cusp of entrepreneurial transition, a staggering 71% of business…
Life Settlements
A Beacon of Hope & Joy in the Holiday Season In the heart of the…
Let’s Celebrate Our Differences
A Message of Compassion & Understanding from our Director of Financial Planning, Rodney Cook Dear…
The Gift of Giving
Tax Efficient Ways to Create a Legacy Plan Legacy planning can be a beautiful way…
The Run of a Lifetime
(Photo above | Courtesy of Rodney Cook) The Second Half of Your Financial Journey My family…
The Three Stages of Retirement Go-go, Slow-go & No-go
The word retire comes from the root word Retirer which means to “retreat” or “withdraw.”…
When There Is A Will, There Is A Way
(Photo above courtesy of Roswell Wealth Management) The holiday season is upon us and for…
Is Your Financial Door Ajar?
It was a sunny afternoon and spring was in the air. The leaves on the…