Free Seminar: 9 Mistakes to Avoid for a Successful Retirement.
Join SIU CU Investment Services‘ CERTIFIED FINANCIAL PLANNER™ Jeff Rose as he discusses the key to a financially successful retirement.The free seminar is 12 p.m. to 1 p.m. on Wednesday, March 24 at 395 N. Giant City Road, Carbondale. Lunch will be provided and seating is limited. To RSVP, contact Lisa at 618-549-8621.
Visit our new Investment Services webpage to learn what Jeff Rose CFP®, can do for you. Click here to visit the new web page.
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Good Financial Cents- Ally Bank Review – Are They The Best Online Bank? February 3, 2012Who enjoys making 0.15% on your savings account? Raise your hand….. Didn’t think so. Interest rates have been low for quite some time (too long for many), and finding the highest interest rate for your savings accounts is a must. One viable option is the online bank Ally. If you’re looking for a competitive rate […]Jeff Rose
- Like This: How to Buy Facebook IPO Shares February 2, 2012The million $5 billion dollar question of the week, “How do I buy shares of Facebook’s IPO?” I’ve literally have had a dozen people ask me how they can get in on the action. Ironically, none of the questions came from Facebook (random thought). For those that want to know how to buy Facebook IPO, […]Jeff Rose
- Get a Free Roundtrip Flight on Southwest Airlines with a Chase Southwest Airlines Rapid Rewards Credit Card January 31, 2012Wouldn’t it be nice to have someone else pay for the flight to your next vacation destination? (And even better: what if that free flight was on the best airline in the country?) You’ll get just that if you open up a Southwest Airlines Rapid Rewards® Plus Credit Card. It might seem to be too […]Kevin Mulligan
- The Gift That Keeps On Giving – Gifting Limits for 2012 January 31, 2012The holiday season is already behind us but that doesn’t mean you still can’t give the perfect gift. In the financial world, the term gift has a whole new meaning as it pertains to estate planning. Many investors look to “gift” a portion of their estate to prevent having to pay a hefty estate tax […]Jeff Rose
- 7 Financial Advisors I Would Like to Punch in the Face January 30, 2012People who know me know I’m not a very violent guy. I’ve never been in a fist fight in my entire life, I very seldom ever yell (except when the St. Louis Cardinals would blow a four run lead in the bottom of the ninth), and I cover my face with a pillow when there’s […]Jeff Rose
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