Broker Check

Rosenhouse Group, PC - Dallas, TX

17218 Preston Road, Suite 3200, Dallas, TX 75252 :  9259 NW 43rd CT, Coral Springs, FL 33065

 
Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

PARTNERING TO HELP PURSUE YOUR FINANCIAL GOALS

ROSENHOUSE GROUP, PC, an Accounting, CPA and Tax Firm with offices in North Dallas, TX and Coral Springs, FL

Your financial goals should be more than a pretty picture on a piece of paper. Instead, you are entitled to feel comfortable knowing that you can realize your dreams with bottom line reliability.

Our firm's extensive experience in financial and accounting services, coupled with our commitment to high professional and ethical standards, enables us to live up to our clients' expectations in a variety of areas:

  • Conscientiously prepared tax returns
  • Reliable accounting and auditing services
  • Management consultation based on solid marketplace data
  • Business management services founded on realistic current financial positions and economic forecasts
  • Wealth management advice rooted in practical financial strategies

We translate numbers and financial jargon into meaningful concepts, strategies and results. We clarify complicated issues, provide strategic planning recommendations, and offer sound, ongoing advice that will assist you in making more profitable business and personal investment decisions to improve your bottom line.

CLIENT FOCUS

Our clients are our business. As such, we realize that life and financial security is not “nine to five”. ROSENHOUSE GROUP, PC, CPAs believes in accessibility to clients on their schedules, not ours. In addition, we take time to understand our clients and their individual needs, realizing the benefits of long term relationships.

Investment and financial planning services are offered by David Rosenhouse and Minty Rosenhouse 

Helpful Content

And the Executor Is

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Does Your Child Need to File an Income Tax Return?

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

 

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Can I Refinance My Mortgage?

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

Should I Pay Off Debt or Invest?

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

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Emerging Market Opportunities

What are your options for investing in emerging markets?

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

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