Rochester Wealth Strategies

Rochester Wealth Strategies Holistic financial planning for those nearing retirement.

08/28/2026

Here's a framework that satisfies both the head and the heart.

08/28/2026
Congratulations Dominic!
08/21/2026

Congratulations Dominic!

LAST CALL!
08/13/2026

LAST CALL!

08/07/2026

“Die with zero” focuses on using money throughout your life, not just stockpiling it for retirement. It can help you spend on meaningful experiences and give to loved ones while you’re alive, as long as you stay within your means. These are the pros and cons.

Bring Your Kid to Work 2026! It's amazing to see how far the next generation has come over the years, and such a blessin...
07/24/2026

Bring Your Kid to Work 2026! It's amazing to see how far the next generation has come over the years, and such a blessing to watch them grow. They learned about budgeting, taxes and saving for a car and retirement.

07/10/2026

By Dr. George Yang, CFA®

06/26/2026

Interest rates on key types of loans are expected to hover in their recent range, or increase as the year goes on, according to forecasters. Persistent inflation concerns among investors are likely to keep mortgage rates elevated.

06/18/2026

By Julie Lobaza

06/05/2026

Slowing GDP growth combined with rising inflation is putting pressure on the Federal Reserve's dual mandate to keep inflation low and employment high.

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439 S. Main Street , Suite 250
Rochester, MI
48307

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Wednesday 9am - 5pm
Thursday 9am - 5pm
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