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Articles and Insight Videos

Published Articles

Juan Carlos Rosario is a CERTIFIED FINANCIAL PLANNER® practitioner and a member of the Forbes Finance Council, an invitation-only organization for top executives in financial Services. He contributes to and has been published in Forbes.com, covering various financial topics. Below are the links to some of his published articles.

Forbes Articles:

The Power Of A Comprehensive Financial Plan

Why Estate Planning Is Important Before And After You Die

Why It's Importance To Reassess Your Retirement Projection During Times Of Market Volatility

After A Layoff, What Financial Questions Should You Address First?

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.