Jeff Rose, CPA

Why You Need Long Term Disability Insurance

by Jeff Rose, CPA August 10, 2012

There are so many types of insurance that you “must have”. Health insurance provides coverage for medical expenses while life insurance provides financial support for family members left behind when you die. What about disability insurance? Disability insurance on the other hand protects your income in the event you are unable to work as a […]

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How to Interview a Financial Planner

by Jeff Rose, CPA January 3, 2011

You have come to that point in your life where you have realized that you cannot do it alone. That you need to plan for retirement, but you just don’t quite get it, so you need to find and hire the right financial advisor to help you along the way. Whenever you actually sit down […]

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7 Things To Consider When Moving Offices

by Jeff Rose, CPA July 9, 2009

At the beginning of the year, after being in our temporary office for all of 2007, we had the pleasure of moving to a beautiful brand new office. I’ve had the pleasure of moving apartments several times while I was in college, but moving an office is an entirely different experience. There are many things […]

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4 Ways to Not Get Stuck in the Sandwich Generation

by Jeff Rose, CPA December 3, 2008

One of my favorite quick snacks is the simple yet delicious peanut butter and jelly sandwich. (I’m half tempted to make one now). There is nothing stickier than one of these great American traditions. It wasn’t until I recently visited Addus Adult Day Care Center that I looked at the sandwich a little differently. While […]

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