Roadmap Financial Consulting, LLC

Show Your Money Some Love

Valentine's Day was on Thursday, and no matter how you celebrated, a big part of a successful relationship is talking about money. Valentine’s Day is a great way of giving your loved one a reminder of your commitment and care, and one of the most powerful ways to do that is to have an open and honest talk about money.

Talk to your partner and your family about what your goals are—for the coming year, and for the years to come up until retirement and beyond. Then, working with me, come up with a plan for your portfolio that will work to help you meet those goals.

Families and couples show their love by looking out for each other, by protecting them and investing for the future in ways that demonstrate their support and care. Embedded in the decisions we make about money are the deep feelings we have for those close to us. Valentine’s Day is the perfect reminder to work with those close to you to form a meaningful picture of your money and of your future together.

Please feel free to share these articles with your family and friends—they are excellent conversation starters.


At Your Service, 




Glenn W. Mosseller, RFC®
Certified Financial Fiduciary®
Roadmap Financial Consulting, LLC
Office : (336) 291-3535


The 8 Most Common 2019 Tax Return Questions, Answered by Experts

Feb. 13, 2019

Some level of bafflement attends tax-filing season every year. But in 2019, as Americans examine...

Read more


Why Valentine's Day + Money = The Perfect Marriage

Feb. 1, 2019

This article is about opening the door, maybe just a nudge, to move closer to the one you love....

Read more


Smart Ways to Be a Tax-Savvy Investor

Feb. 11, 2019

Don't make investment decisions solely for tax purposes. But don't ignore taxes either.

Read more


Leaving A Legacy No Matter How Much Money You Have

Feb. 9, 2019

Leaving a legacy — sounds like something only wealthy people can do, right? Like making a giant...

Read more


Talk is not cheap when it comes to love and money

Feb. 8, 2019

Valentine's Day spending is hyped as a way to show your love. But one way to truly have a...

Read more


How Big Must Your Nest Egg Be?

Feb. 12, 2019

A good way to think about this is in terms of expenses. At its simplest, a nest egg helps cover...

Read more

109 Muirs Chapel Road - Greensboro, NC 27410


If you no longer wish to receive this newsletter, unsubscribe





Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Adviser. Horter Investment Management does not provide legal or tax advice. Investment Adviser Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Roadmap Financial Consulting, LLC. Securities transactions for Horter Investment Management clients are placed through E*TRADE Advisor Services, TD Ameritrade, and Nationwide Advisory Solutions.