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Andrew Rosen

About Andrew Rosen

In his role as Financial Planner, Andrew forges lifelong relationships with clients. He coaches them through all stages of life and guides them to better achieve their life goals. To set up an appointment with Andrew, or any of our qualified financial advisors, contact us at clientservices@diversifiedllc.com or call 302-765-3500.

Posts by Andrew Rosen:

4% Drawdown Rule

4% Drawdown Rule

4% Drawdown Rule In any industry, there are generally rules of thumb to go by.  They aren’t necessarily hard and fast rules, but general guidelines to abide by.   When it comes to financial planning one of the quickest and easiest ways to determine one’s ability to retire is the 4% drawdown rule. In short, this […]

How Much Insurance is Enough?

How Much Insurance is Enough?

How Much Insurance is Enough? I realized I hadn’t written about life insurance in a while.  As a matter of fact, the 5th blog I ever wrote about was on the topic and that was September 2016.  This also means I somehow have written a blog for the past 7 years every week, not bad […]

First Year of Retirement

First Year of Retirement

First Year of Retirement The first year of retirement can be one riddled with emotions, and adjustments.  After a 40-plus year working career for the first time in a very long time, you have no work obligations.  There is no longer a need to attend those Monday morning internal meetings or report to a boss […]

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