Jeff Rose

CFP®
Personal Finance, Retirement, Insurance
92%
Helpful
124
Answers
0
Articles
13
Followers
“As the CEO and Founder of Alliance Wealth Management LLC, I am committed to showing my clients the right way to financial freedom. In launching Good Financial Cents, my own personal financial blog, I've has been able to be the “complete package advisor” I’ve always aspired to be. ”
Firm:

Alliance Wealth Management

Job Title:

CEO and Founder

Biography:

Given Jeff's unique interest in the financial markets and his excited to meet new people, being a financial advisor was the perfect fit for his career. He started his career as a financial advisor with A.G. Edwards & Sons in 2001.

In January of 2005, 4 years into his career, he was called upon to support Operation Iraqi Freedom. Anticipating his return, he attained the Chartered Retirement Planning Counselor designation between mission and duties during his downtime in Iraq.

As soon as he returned from Iraq, he resumed his career as a financial advisor. His goal was to provide financial guidance to people in all areas including: investments, insurance, taxes, and estate planning. In November 2007, he became a CERTIFIED FINANCIAL PLANNER™ practitioner, and a month after that, he formed Alliance Investment Planning Group LLC. Since then, Jeff created his own registered investment adviser named Alliance Wealth Management LLC.

With the hope of helping people make sense of investing and their personal finances, Jeff launched his own personal financial blog called Good Financial Cents and life insurance site Life Insurance by Jeff. With so many different options out there, Jeff hopes to ease the fog and help others make clear and smart financial decisions. He currently writes for Forbes, US News & World Report, and CNBC. In addition, he has been featured in major sites such as Huffington Post, Wall Street Journal, Reuters, Kiplingers, and Fox Business.

Jeff resides in Carterville, IL with his wife, Mandy, and his three sons Parker, Bentley, and Sloane and daughter Janella.

Education:

BA, Finance, Southern Illinois University

Assets Under Management:

$38 million

Fee Structure:

Fee-Based

CRD Number:

156712

Insurance License:

#7532717

Videos
  • GFC TV Ep 009: This Investor Didn’t Know He Was Paying $5,500 Per Year in Investment Fees
All Answers
Sort By:
Most Helpful
    Debt, Real Estate
Why is there a wide margin in interest and a narrow margin in total amount paid on a home loan, even after cutting interest rate in half?
100% of people found this answer helpful

That's because you're adding $27,000 to the new principal balance. Your interest total is dropping by about half, so it's working out as planned. It's not always clear when working out the true cost of homeownership, and refinances can complicate the calculation.

April 2016
    Marriage / Divorce, Taxes
If your W2 says married, can you still claim single when filling your taxes?
100% of people found this answer helpful
April 2016
    Debt, Financial Planning, Real Estate
How soon will my purchase show on my credit report?
100% of people found this answer helpful
April 2016
    Retirement, Pensions, IRAs, Tax Deductions / Credits
If I am retired, can I still deduct an IRA contribution?
100% of people found this answer helpful
April 2016
    Debt, Real Estate
How many years after the sale of a home must pass before you are considered to be a first time home owner again with a conventional loan?
100% of people found this answer helpful
April 2016