Blog | Roshan Loungani, CFP

Roshan Loungani

Feb 27, 20192 min read

Early Retirement Tip

I work with a lot of people that have early retirement as their primary goal. For many people this means retiring in their 50s. It is...

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Roshan Loungani

Feb 1, 20192 min read

3 Steps in Retirement Savings

While planning and saving for your retirement, there are some simple steps that you can follow to help put you on track for your goals. ...

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Roshan Loungani

Jan 15, 20193 min read

New Year’s Resolution

It’s that time of year when people are making New Year’s Resolutions. The most common resolutions are about health and fitness or...

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Roshan Loungani

Dec 12, 20182 min read

Save for Retirement or Lower Your Mortgage Payment

I recently met with potential clients who are not on track for retirement. In addition to funding their retirement, they would like to...

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Roshan Loungani

Dec 12, 20183 min read

Health and Retirement

I recently spoke with three clients who are retired (or close to it) and dealing with unexpected health issues. One case is a terminal...

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Roshan Loungani

Dec 12, 20182 min read

Helping People is As Important than the Money You Make for Them

I started in the financial services industry thinking that my job was to make my clients as much money as possible. While I still think...

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Roshan Loungani

Dec 12, 20183 min read

My Investment Journey

I started in the financial services industry in 2000 as a Financial Advisor. Prior to that, I spent 2 years working part time as either...

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Roshan Loungani

Sep 6, 20182 min read

Reinvent Yourself in Retirement

Roshan Loungani, CFP®, CRPC® Retirement has changed drastically in the last generation. Before, you retired and lived a very short life....

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