John Hancock Financial Network

Helping you plan your financial future

My name is Karen Rosen. Welcome to my Web site.

As a financial professional and active member of my community, I am dedicated to helping individuals and businesses build their financial futures.

To stay on top of my field and develop my professional skills, I’ve regularly attended industry training and certification programs.  I specialize in and am Certified in Long Term Care. 

My academic achievements include:

Bachelor's Degrees from Hofstra University.

My education, experience and professional affiliations have fostered my practical approach to offering financial services and advice to my clients. Rather than just recommending a hodgepodge of unrelated products, first I’ll consider your specific financial goals and objectives. Working together, we’ll formulate a strategy to help you achieve your goals. Then I’ll recommend the appropriate products and services to help you execute your strategy.

Maintaining a strong sense of community and a solid professional foundation are very important to me.

Originally from New York, I relocated to Stamford, CT nearly three years ago, where I'm an avid tennis fan and player and an indoor "gardener".

Thank you for visiting my website.


Calculators

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

More Calculators →

Newsletters

Estate Conservation You Can Trust

Trusts are popular estate conservation tools that can help facilitate the smooth transfer of estate assets and maintain the family’s privacy.

A Simple Way to Help Your Family

A letter of instructions, while not a legal document, can help your family cope during a difficult period by providing information that has no place in a will.

HOT TOPIC: What's Ahead for 2010?

Economists expect the economy to grow by a respectable 3% in 2010, but they don't hold out much hope for the employment situation. What else can investors and consumers expect from the coming year?

Stocking Up on Cash: Scared or Prepared?

Having enough cash to make it through an illness, injury, job loss, or other financial emergency can help you avoid taking on debt or tapping your retirement assets.

More Newsletters →