Articles From Andrew Rosen

December 30, 2020

By

Comments Off on What I learned in 2020 – Health

What I learned in 2020 - Health

Good riddance 2020! I’m so glad to turn the page to a fresh new year with the symbolic beginnings they bring. I can feel tides changing and optimism in people’s voices. It may not be tomorrow, but it seems likely that 2021 will have some changes to begin reverting us back to life as we know it. I can’t wait to hug again, hang in someone else’s house, go to a freaking restaurant, and just not be on edge every time we leave the house.

READ MORE...
December 23, 2020

By

No Comments

Top Ten Blogs of 2020

Holiday spirit is in the air and a new year is upon us. Although a crazy year we had, as it was a year unlike any other, I wanted to keep some consistency at least and still give you the top ten blogs of the year (in case you missed them). I always loved watching David Letterman growing up and his top ten list. Now of course the thought of staying up to start a tv show at 11:35pm is terrifying I’ll keep with my homage to my comedic icon with this year’s top ten list.

READ MORE...
December 16, 2020

By

Comments Off on Understanding Biden’s Tax Plan: What it Means to You & What Can You Do

Understanding Biden’s Tax Plan: What it Means to You & What Can You Do

Like it or not, come January 20th, 2021 there will be a new POTUS living at 1600 Pennsylvania Ave. His name is Joe Biden and he’s on the more moderate side of the Democratic party. This article, however, will not be about who resides there. Instead, it’ll be about one of the two certainties in life besides death: Taxes!

READ MORE...
December 9, 2020

By

No Comments

Wealth, Health, Happiness Series

The other day, I released my second official Wealth, Health, & Happiness interview [ED1] . I had the honor of interviewing Justin Schenck, founder of The Growth Now Movement and world renown podcaster. To say his interview was inspiring doesn’t do it justice. I learned so much and received some great wisdom that I feel can help all of us in this wealth, health, and happiness journey.

READ MORE...
December 2, 2020

By

Comments Off on The 2019 Version of Myself Stunk at Everything!

The 2019 Version of Myself Stunk at Everything!

As you can see from the title, I think very highly of myself (haha). With yearend approaching (where the heck did it go?), it’s time for reflection. I love this time of year, as holidays, family, time off, and new beginnings are upon us. However, I mainly get a little nostalgic as I think about the person I was and the person I am today.

READ MORE...
November 25, 2020

By

Comments Off on My Father Taught Me “Cash Is King”

My Father Taught Me “Cash Is King”

Cash is king - there's a reason why most people prefer a cash payment. Learn why with Diversified.

READ MORE...
November 19, 2020

By

No Comments

What’s Measured and Watched Gets Done

There’s an old saying: “what gets measured and watched gets done.” I’ve read it many times in different business books and can attest to it in my personal life. Learn more in this blog.

READ MORE...
November 12, 2020

By

No Comments

Wealth, Health, & Happiness Series: Building Empathy in a Tech Obsessed World

You may have noticed, at Diversified Lifelong Advisors we’re really trying to help our clients achieve wealth, health, and happiness in many aspects of their lives. It’s a serious task we’ve set for ourselves, but one that’s certainly worth the investment.

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.