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Sam Rouman

AIF®, CFP®, ChFC, CLU - Wealth Advisor

As a Certified Financial Planner and Wealth Advisor, Sam understands the value of becoming a trusted advisor to his clients. His expertise includes wealth management, retirement planning, investment management and legacy planning.

Posts from Sam Rouman

Financial Planning Strategies that Can Help at Tax Time and Beyond April 1, 2019 by Sam Rouman
Financial Planning Strategies that Can Help at Tax Time and Beyond
Every year at tax time, perhaps even more so this year, each of us is presented with an opportunity to assess our financial plans as we go through the process of completing our taxes. Did you discover anything surprising? How about your withholding? Did you come up short and have to write a check? Or […]
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Saving is Sexy Again: Seeing Your Savings Account in a Different Light in 2019 January 17, 2019 by Sam Rouman
Saving is Sexy Again: Seeing Your Savings Account in a Different Light in 2019
I’ll save later when I make more money, have less expenses, etc. Savings is so yesterday. The excuses abound. Let’s consider saving in a somewhat different light.
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Passing Down the Family Cabin April 23, 2018 by Sam Rouman
Passing Down the Family Cabin
The family cabin often holds many memories and nostalgia, especially for multi-generational families, and for some for whom a cabin was the only “vacation” spot they ever knew.
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Was I Really Listening? A Debt Discussion July 13, 2017 by Sam Rouman
Was I Really Listening? A Debt Discussion
I was having a conversation recently with new clients, let’s call them John and Sally. John shared that he was preparing to receive a lump sum of money from the pending purchase of his employer by another company and the stock he owned was being purchased. (It does not really matter if John was selling […]
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