Articles From Andrew Rosen

September 20, 2017

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Gold: The Pros, Cons, & Our Philosophy

Precious metals are on the rise again. With the price of gold hovering around $1,300/ounce, we are getting a fair amount of inquiries about investing in it (and other precious metals).

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August 29, 2017

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The Dow/DuPont Merger: What to Expect

There is little doubt - mergers can be frightening. Below is a list of what to consider, expect, and formulate as you go through what could be a tumultuous few years.

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August 10, 2017

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Purchasing a Home: A Guide in 8 Steps

Buying a home can be one of life’s most stressful events. Regardless if it's your first time, or your fifteenth, a little guidance goes a long way in helping alleviate some of that stress.

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July 24, 2017

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Suddenly Widowed: A Financial Guide for When Tragedy Strikes

Sadly, death is a part of life. It's a time of emotional chaos. When faced with the aftermath of tragedy, most of us find ourselves ill prepared. So, what do we need to cover to cope with the fallout of losing a loved one?

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July 10, 2017

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What’s My Magic Number? To Retire that is!

Every retirement plan is unique and asks the age old question: How much do I need to retire? It takes a lot of finesse to devise each individual’s “magic” retirement age and dollar amount.

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June 29, 2017

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Financial Lessons from our Founding Fathers

Discover financial lessons from our Founding Fathers. What financial insight can you learn from Benjamin Franklin?

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June 26, 2017

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Purchasing a House: A Great Investment or Huge Financial Planning Mistake?

Owning a house is one of the more tangible milestones of the American Dream. While I strongly advocate owning your own house, there is "the right time" to do so.

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June 14, 2017

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Roth IRA Conversions: The Single Greatest Legacy Gift You Can Give!

Most Americans dread knowing that the government is eagerly waiting for all those tax dollars you’ve been avoiding for decades. So the question is: how can you minimize taxes paid to the government for you,and your family’s, lifetime, while maximizing retirement income?

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