A collection of articles from Diversified’s president, Andrew Rosen.
5 Financial Advisor Interview Questions I thought this blog would be a fun one to write as I often joke about it with new prospective clients. I’ll be sitting there getting to know Mr & Mrs. New Client and I’ll always end with – “any questions for me?” All too often, I’ll see them look […]
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 […]
2.9 Billion Social Security Numbers Leaked – Now What?
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 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 […]
