Date The Rate
Date the rate - the mortgage rate that is. When interest rates are high, there are other options for getting into the house of your dreams.
READ MORE...2022 Marked the Worst Bond Year……
2022 Marked the Worst Bond Year…… ever? What does that mean for your portfolio?
READ MORE...Crypto-Told-You-So
Here's a crypto-told-you-so, and it's no surprise that I'm not a fan of crypto in general. It's more of a speculation than an investment, so buyer beware.
READ MORE...By
Andrew Rosen Comments Off on Great News: Last Year Was a Terrible Year in The Markets!Great News: Last Year Was a Terrible Year in The Markets!
Great News: Last Year Was a Terrible Year in The Markets! Why a bad year in the markets can be a good thing in in the long run.
READ MORE...Secure Act 2.0: Key Changes
Secure Act 2.0: Key Changes - Learn what changes are happening to the new Secure Act and how they may impact your retirement.
READ MORE...By
Andrew Rosen Comments Off on How to Switch Banks: A 9 Step Plan to Firing Your BankHow to Switch Banks: A 9 Step Plan to Firing Your Bank
How to Switch Banks: A 9 Step Plan to Firing Your Bank. When you don't like your current bank, learn how to make the switch. It's not as difficult as you think!
READ MORE...You, Yes You - You Freaking Made It!
Guess what - You freaking made it! You hung in there and made it to the end of a rough year, celebrate!
READ MORE...What I Learned in 2022 (Annual Edition)
What I learned in 2022 - lessons from a financial planner about finances and life!
READ MORE...Financial planning and Investment advisory services offered through Diversified, LLC. Diversified is a registered investment adviser, and the registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. A copy of Diversified’s current written disclosure brochure which discusses, among other things, the firm’s business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov. Diversified, LLC does not provide tax advice and should not be relied upon for purposes of filing taxes, estimating tax liabilities or avoiding any tax or penalty imposed by law. The information provided by Diversified, LLC should not be a substitute for consulting a qualified tax advisor, accountant, or other professional concerning the application of tax law or an individual tax situation. Nothing provided on this site constitutes tax advice. Individuals should seek the advice of their own tax advisor for specific information regarding tax consequences of investments. Investments in securities entail risk and are not suitable for all investors. This site is not a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction.