Rochester Wealth Strategies

Rochester Wealth Strategies Holistic financial planning for those nearing 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.

06/02/2026

Retirement investors didn't let inflation or market volatility deter them from socking away a record average of 9.6% of their pay in the beginning of 2026. The average employer match was 4.8%, leading to a combined record 14.4% savings rate in 401(k) plans.

05/29/2026

Planning for retirement requires accurately estimating spending needs and consulting a financial advisor. Diversifying retirement savings into safer assets can protect against market downturns. Tracking expenses and adjusting spending during retirement are crucial to avoid depleting savings.

05/22/2026

Creating a plan that works in retirement means creating a plan that works for you and your specific needs and lifestyle.

05/15/2026

by Dominic Garcia

Thank you to all who attended our client appreciation event! We always enjoy the opportunity to connect and spend time w...
04/29/2026

Thank you to all who attended our client appreciation event! We always enjoy the opportunity to connect and spend time with those we’re so grateful for.

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

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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