Rosenbaum Financial

Advisory services offered through Rosenbaum Financial, a registered investment adviser. Business only conducted in states and jurisdictions where registered.

[Rosenbaum Financial @RosenbaumFin]

Rosenbaum Financial Group merged with Coldstream Wealth Management on October 1, 2021. For more information please visit https://t.co/87GC3pHw7Q and follow @ColdstreamSEA

[Rosenbaum Financial @RosenbaumFin]

Family conflict is often identified as one of the biggest threats to estate planning. Here are 5 tips to avoid conflict with loved ones and create more harmony when preparing for the future. https://t.co/REAB8IViyV #estateplanning

[Rosenbaum Financial @RosenbaumFin]

While it can be difficult to have tough conversations with your aging parents, don’t avoid it. Here are 5 tips to make discussions regarding topics, like finances, much easier. https://t.co/HUpiqQQEaQ #finances #communication

[Rosenbaum Financial @RosenbaumFin]

With pending increases in personal, estate, and capital gains income tax treatment, now is the time to evaluate tax-free life insurance policies. Here’s why: https://t.co/wlFvYfU6IL #lifeinsurance #taxes #insurancepolicy

[Rosenbaum Financial @RosenbaumFin]

In recent months, we've seen U.S. inflation noticeably jump. Supply chain issues and increased demand resulted in near-term pricing pressure, but here’s what we expect moving forward. https://t.co/3sUFWxL554 #inflation #stockmarket

[Rosenbaum Financial @RosenbaumFin]

Are you and your spouse financially prepared to spend many years as a widow or widower? The @WSJ shares what you can do today to help prepare for the death of a spouse. https://t.co/MkuqeFuFca #financialplanning #retirementplanning #boomers

[Rosenbaum Financial @RosenbaumFin]

The American Families Plan would largely be funded by tax increases targeted for high income taxpayers, raising $1.5 trillion over a decade. Here’s what’s in the plan, what’s not, and key planning considerations to keep in mind. https://t.co/gBH4qVVE7c #taxreform #highnetworth

[Rosenbaum Financial @RosenbaumFin]

Some believe that if President Biden proposes an increase in the capital-gains tax and it becomes law, there will be a stock market sell-off. A recent @MarketWatch opinion article says the stock market won’t sink. Here’s why: https://t.co/YH8lHwVYir #stockmarket #capitalgainstax

[Rosenbaum Financial @RosenbaumFin]

If you’re looking to work with a financial planner, here are three reasons to choose a CFP® Professional: https://t.co/x7w8y7asOi #financialplanner

[Rosenbaum Financial @RosenbaumFin]

Can the stock market crash during an economic boom? @awealthofcs shares some history on the relationship between economic booms and stock market performance: https://t.co/2DyWrMqgZN #stockmarket #economy

[Rosenbaum Financial @RosenbaumFin]

At the Federal Open Market Committee’s March meeting, the Fed said it intends to keep the federal funds rate at current rock-bottom levels until inflation is at 2% for the long term. Here’s a recap: https://t.co/7lM6kwbRRs

[Rosenbaum Financial @RosenbaumFin]

With the next economic plan, the Biden administration plans to pay for future policy initiatives with a major tax hike. Review @WSJ and @business insights: https://t.co/Z5P8aKhtfQ #economy #taxreform

[Rosenbaum Financial @RosenbaumFin]

Curious whether provisions in the new American Rescue Plan Act are relevant to you? For high net worth individuals, we venture to say most are slim to none. Here’s an overview of the bill: https://t.co/R4KFJBR9eJ #highnetworth #americanrescueplan

[Rosenbaum Financial @RosenbaumFin]

In the post-war years, social mores forced 3+ million unwed mothers into an adoption industry. Watch the @CBSSunday segment as Kim Rosenberg shares her family's personal experience of finding her late husband’s birth family decades later. https://t.co/hu9cDgni6I #adoption

[Rosenbaum Financial @RosenbaumFin]

We are excited to introduce Cameron Radov, our new Client Services Associate! https://t.co/J6NXHSR0mv #newhire #customerservice #wealthadvisory

[Rosenbaum Financial @RosenbaumFin]

If you are interested in ESG investing, learn more about the 6 methods we use in screening which companies to include or exclude from your portfolio. https://t.co/nJWtd7dfLO #esginvesting

[Rosenbaum Financial @RosenbaumFin]

According to @Kiplinger's most recent tax letter, high net worth individuals should not expect tax hikes this year. Here’s why: https://t.co/zSTJT1lahE #taxreform

[Rosenbaum Financial @RosenbaumFin]

While prepping taxes, here's a tip to avoid any confusion on how to report IRA distributions that are Qualified Charitable Distributions: https://t.co/Nu58EWuevZ #taxreporting

[Rosenbaum Financial @RosenbaumFin]

Becoming a widow is stressful and emotional. In our new video, Managing Principal Kim Rosenberg shares her own personal experience and the approach we take in helping widows create confidence in their future. Check it out: https://t.co/CIMPasf1o4
#widows #womenandwealth

[Rosenbaum Financial @RosenbaumFin]

COVID-19 is creating an uptick in widows, often leaving women to pick up the pieces. Kim Rosenberg, CFP® Professional talks about the importance of planning and how it can protect your family’s future. https://t.co/6h66rYAJuQ #WealthManagement