Articles From Andrew Rosen

May 15, 2018

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Comments Off on 6 Hacks to Automate Your Financial Life

6 Hacks to Automate Your Financial Life

Life can be a little hectic, so I’ve created 6 hacks to help you automate your financial life and get you set you on the right track. I encourage you to try these hacks for yourself and automate like you’ve never automated before.

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May 9, 2018

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Comments Off on The Worst Thing That Ever Happened To Your Portfolio

The Worst Thing That Ever Happened To Your Portfolio

For years, there's been a horrible trend which has prevented more people from achieving their financial goals than any other factor. It’s something so catastrophic I feel forced to write about it to bring attention to the masses.

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May 1, 2018

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Comments Off on The 9 Category Guide for Lifelong Spending

The 9 Category Guide for Lifelong Spending

“How much should I be allocating to retirement? How much for housing?" We get these types of questions often. Although everyone’s situations is different, it is helpful to have some basic litmus test for reference.

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April 24, 2018

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Comments Off on The Secretary for No One: One Woman’s Fascinating Journey through Corporate America

The Secretary for No One: One Woman’s Fascinating Journey through Corporate America

Typically, I blog advice covering the spectrum of our financial lives. Today, however, I’d like to tell a fascinating story of a client’s journey to the top of Corporate America.

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April 4, 2018

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Comments Off on Advice For Your Children: What To Do With That Early Career Wealth

Advice For Your Children: What To Do With That Early Career Wealth

Many young people need a little guidance and direction as to where they should be focusing their finances. In this blog, we aim to help educate you on how to help your children on their way to success.

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April 2, 2018

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Comments Off on The Impossible Task: Guessing Right Twice!

The Impossible Task: Guessing Right Twice!

When the markets pull back or have corrections, can you time it right to get out at the top and back in at the bottom? The task at hand isn’t guessing right once; its guessing right TWICE!

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March 27, 2018

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Comments Off on To Itemize or Standard Deduct? That is the Question.

To Itemize or Standard Deduct? That is the Question.

Many have been confused with the new Tax Cut & Job Act reform being implemented for 2018. Previously, I recapped the major changes in my blog "what does the new tax plan mean to me." But, a looming question remains: “Do I itemize or standard deduct moving forward?”

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March 20, 2018

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Comments Off on What’s All This Fuss About Interest Rates?

What's All This Fuss About Interest Rates?

There has been a lot of discussion on the Federal Open Market Committee's (FOMC) plans to increase interest rates. Unfortunately, many of us don’t understand how this news affects the markets.

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