Nick Rosebraugh, CFP®
Financial Planning Coordinator
In my role as a Financial Planning Coordinator, I support the Financial Planning Team by providing in depth analysis of all facets of our clients’ financial affairs to ensure that sound recommendations are made to ensure that our clients reach their goals.
Career History
- Bedel Financial Consulting, Inc., Financial Planning Coordinator
- Bedel Financial Consulting, Inc., Operations Specialist and Investment Assistant
- Charles Schwab, Associate Financial Services Professional
Education
- CERTIFIED FINANCIAL PLANNER™
- Bachelor of Science, Financial Counseling and Planning, Purdue University
Professional Activities
- Member of the Financial Planning Association
BLOG POSTS
401(k) Contribution Types: What to Consider
The benefit of traditional contributions is that you receive an above-the-line deduction for the cumulative amount contributed each year, meaning that the amount contributed is deducted from your income before calculating your adjusted gross income (AGI).
Tax Refund: Save or Spend?
What should you do when you get a large refund? If you have any debt, specifically high-interest debt, one of the best uses of your tax refund would be to pay down that debt.