Roossien Financial ~ making a difference in our Greater Binghamton Community

A Note From Grace:


"Summer Afternoon - Summer afternoon; to me those have always been the two most beautiful words in the English language."

                                    ~ Henry James


     Here in Vestal the weather is finally warming.  As you plan and look forward to many summer adventures, whether here or elsewhere, remember to keep your finances in mind.  Be sure that your short term enjoyment aligns with your long term goals.


Best wishes

~ Grace



Roossien Financial Advisors is dedicated to making a positive difference in the lives of our clients.  Through clear advice, practical education and appropriate  financial products and services, we help clients to make confident, informed decisions that are designed to improve their financial futures in a changing, challenging, and complex world.
For copies of Grace's past newsletters please call 607-748-1803 and we will be happy to mail you a past issue.









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Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

More Calculators →

TIPS for Inflation Protection

Treasury Inflation-Protected Securities could help provide a hedge against future inflation.

Adding Real Estate to Your Portfolio

An overview of the potential benefits and risks of REITs, and how real estate investments might help provide portfolio balance.

Considering UITs

An overview of UITs with a focus on some important factors to understand when adding UITs to a portfolio.

Guarding Against Fraud

Three basic principles that could help consumers spot a fraudulent scheme.

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