Market Updates
From Our President
A Public Service Announcement: Most Things can be Undone!
You know who you are--the “nervous Nellie” types. Those who are always afraid to make that big purchase. I find a lot of people out there fall into this category. In many instances, being a little conservative with spending is a healthy thing.
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Andrew Rosen Comments Off on To Lease or Not Lease your Car: That is the Question Part 2To Lease or Not Lease your Car: That is the Question Part 2
Historically, I have been a car owner. From my first car (that baby blue ’87 Buick Regal) to the Red Dragon (still can’t believe my wife married me with that thing), I’ve owned every car I’ve ever had. But last year, I leased my first car. It’s really helped me understand the benefits to owning against leasing.
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Andrew Rosen Comments Off on To Lease or Not Lease your Car: That is the Question Part 1To Lease or Not Lease your Car: That is the Question Part 1
Having a lease means you are “renting” a car for a certain period of time. During, you are paying the dealership the depreciated amount that renting will have on the car. That way when they get the car back and sell it, they haven’t lost a thing.
READ MORE...Your Financial Quiz {The Answers}
After an entire week of sleepless nights, I present to you the eagerly awaited answers. Who knows, maybe the winner will even get one share of Berkshire Hathaway stock. (Yeah, that’s not very likely.)
READ MORE...Your Financial Quiz {Fall Edition}
Ladies and gentlemen, it’s that time a year again. Sharpen your axes and let’s see how you stack up on my bi-annual financial quiz. Here, we separate the men from the boys and the women from the girls. (This is also where I get a little squeamish as we determine if one of you is coming for my job.)
READ MORE...Technology Can Help Your Teenager Learn about Finances!
The other day, I came home from work and relieved the babysitter. When it came time to pay, I had (like always) no cash on me. I can still hear my father’s voice saying, "This is why you carry cash." The quick thinker I am, I asked if she had Venmo or Paypal?
READ MORE...A Natural Financial Athlete
There's always that one kid. You may recall him growing up, or maybe they are a member of your child's sports team. You know the one - they have loads of raw talent, but no finesse. They would show up to practice wearing the wrong clothes, and not even know all the rules or strategy. Yet, once they started playing the game, you realized this kid was super talented--they could be a real superstar, but only if someone harnessed all that talent.
READ MORE...How do I Layout my Expenses? {A 6-Step Guide to Freedom}
How do I layout my expenses? Find out the answer with tips from Andrew Rosen of Diversified Lifelong Advisors.
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Diversified LLC Comments Off on Elder Law vs. Estate Planning: Learn the DifferenceElder Law vs. Estate Planning: Learn the Difference
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Diversified LLC Comments Off on Taxable Retirement Income: Maximize Your Finances After RetirementTaxable Retirement Income: Maximize Your Finances After Retirement
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Diversified LLC Comments Off on Navigate the Medicare Enrollment Process: How to Apply for ItNavigate the Medicare Enrollment Process: How to Apply for It
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Diversified LLC Comments Off on Unlocking the Potential Power of DAPTs: Domestic Asset Protection Trusts





