Articles From Andrew Rosen

August 6, 2020

By

Comments Off on Not Worth the Money (Moolah) [My Top 20]

Not Worth the Money (Moolah) [My Top 20]

Some things just aren't worth the moolah. We've compiled a list of the top 20 things not worth the money so you can spend your hard earned dough on the good stuff.

READ MORE...
July 30, 2020

By

No Comments

Risk Is the Reward

When is the risk worth the reward? And is it true that the greater the risk, the greater the reward? Find out in our blog.

READ MORE...
July 23, 2020

By

No Comments

Why Buy Used? Buy Used Because It Will Be Used Anyway

Why buy used? Buy used because it will be used anyway!

READ MORE...
July 16, 2020

By

No Comments

The Retirement Age Gap {A Unique Planning Opportunity}

What is the retirement age gap? It's the difference between when one spouse and the other retires.

READ MORE...
July 15, 2020

By

No Comments

What We Are Watching: 8 Market Impacts

Now that the official start to summer has arrived, I always have the same thought. Why do the days have to get shorter? I love these long summer nights the best. In a twisted way, I dread the longest day of the year, because now I know every day will get shorter and shorter. I almost prefer the shortest day, as I know each day will get longer.

READ MORE...
July 5, 2020

By

No Comments

Work Life Balance: Live to Support Work, or Work to Support Life

I’ve noticed that most of us graduate and get a job. That job takes us in many directions and drags our life with it. This job moves us around the country, dictates the lifestyle we lead, and ends up consuming our lives. Most of us work long hours and our lives support our work. Our family and lifestyle adjust around our work. Even our happiness revolves around our careers.

READ MORE...
June 25, 2020

By

No Comments

Retirement Dating - I Recommend it For Everyone!

Retirement dating is for everyone - meaning that you should "test drive" retirement before you get there. Learn more in this blog!

READ MORE...
June 17, 2020

By

No Comments

Retirement Advice: Great Advice from a Retired Client {We Can All Learn a Lesson}

I’m still in quarantine mode at the Jersey shore, and while here, I had an interesting revelation. I was talking to my brother the other day (he’s also quarantining down here) and he pointed out a really interesting phenomenon. “Little bro,” he said, “did you notice when you’re on the beach, what people aren’t doing?”

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.