From Our President
A collection of articles from Diversified’s president, Andrew Rosen.
Secure Act 2.0: What Your 401(k) Needs to Know
Secure Act 2.0: What Your 401(k) Needs to Know There are some significant, I’ll call them, enhancements to your 401(k) coming next year. You can thank Mr. Secure Act 2.0 for these adjustments. Thought I’d get this out there now so you can hit the ground running come 2025, as you know the old saying […]
The Tortoise and the Hare (An Investment Parable)
The Tortoise and the Hare (An Investment Parable) I do love using children’s parables to illustrate adult principles. One that I go to often is the age-old story of the tortoise and the hare. Always loved this children’s tale, although I do find it riddled with peculiarities. For instance, would a hare really beat a […]
How To Make A Financial Plan When You Can’t Afford A Financial Planner
How To Make A Financial Plan When You Can’t Afford A Financial Planner What do you do when you cannot afford a financial plan? This is a great question as there is certainly a subsect of families out there that don’t have the means, wealth, or ability to work with an advisor. I’ve been referred […]
The Case for Disability Insurance
The Case for Disability Insurance Most of us wake up each day not thinking today is the day something tragic will happen. Thankfully so, as if we all had that mentality we’d be walking balls of anxiety. That said the fact of the matter is that although I don’t want us going around clogging our […]
Never Be the Dumb Money
Never Be the Dumb Money On my iPhone I keep a list of life lessons I’ve learned, read, be told, and quite frankly live by. I’ll think of something, yup add it to my notes. I observe something, yup add it to my notes. I read a fantastic quote, and well you get the gist. […]