629 Green Valley Road
Suite 202
Greensboro, NC 27408

LinkedIn

John Rosser, CLU®, RICP®, CExP™

(336) 230-0922

 

Lifestyle

Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”

 
 
Surprises

Surprises

Making the most of surprises is a great reason to work with us.

What Does That Mean? IDK

What Does That Mean? IDK

Financial acronyms you should know.

A New Way to Look at Your Bucket List

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

 

Money Draining Food Myths

These food myths will really put a drain on your wallet.

Four Great, Unexpected Places to Raise a Family

Here are 4 great, and sometimes unexpected, places to raise a family.

Mentorship for Entrepreneurs: An Invaluable Resource

Entrepreneurship can be a rewarding but solitary pursuit.

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

Five Ways to Help Make Your Money Last Longer

Americans are living longer. But will your money keep pace? Discover retirement planning strategies to keep you covered.

6 Tips From Tech Start-ups for Your Non-tech Business

Let’s suppose you’re reading this on your phone. You’re wearing clothes that you bought online, and you’re on your way to...

View all articles arrow

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

View all calculators arrow

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

The Independence of Financial and Emotional Well-Being

Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?

View all videos arrow