Our Insights - Eliot•Rose Wealth Management

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Our Insights

We provide answers to common questions and concerns we hear from our clients. In this section, we share our thinking and (attempt) to bring dry topics to life. Enjoy.

Jason’s Notes

Is Planning for Retirement Really That Different?

If you are reading this, you probably already know that we specialize in helping our clients transition into and live in retirement. But is the advice we provide really that different from a generalist advisor? We think so!

When you retire, a fundamental shift happens – you go from accumulating assets to distributing assets. This shift changes the entire planning framework and resulting recommendations.

Jason’s Notes

Best Financial Planners in Rhode Island (2021 Update)

At Eliot Rose, we specialize in helping clients who are transitioning into or living in “retirement.” Retirement is intentionally in quotes because it means so many different things to different people.

However, there are many other niches where we don’t have the right expertise. As Chairman and Past President of the Financial Planning Association (FPA) of Rhode Island, I have come to know many advisors who I deeply respect. This post aims to showcase those advisors that do a great job in their area of specialty.