
How to Get Rich
Do you know how to get rich? Is rich the same thing as wealth? Discover the answers with Andrew Rosen...

The Downsize Retirement Myth – Video Blog
Do retirees really downsize their homes during retirement? Or, do they "right-size" or even up-size their housing? Overall, learn about...

To Overpay My Mortgage or Not: That is the Question {Part 1: 10 Reasons Not}
Inspiration for my blogs comes from many sources. Sometimes I get inspired to write on a topic from a client...

10 Reasons to Overpay Your Mortgage
Here are 10 reasons to overpay your mortgage - do you try to overpay your mortgage? Learn more with Diversified....

The Retirement Age Gap {A Unique Planning Opportunity}
What is the retirement age gap? It's the difference between when one spouse and the other retires.

Retirement Dating – I Recommend it For Everyone!
Retirement dating is for everyone - meaning that you should "test drive" retirement before you get there. Learn more in...

Did You Miss It?
First, markets move quickly. Like, really quickly. They shot down at historic rates and then shot back up. Volatility is...

The Fulfillment Challenge
As lifelong financial coaches, it's incumbent upon us to take our financial conversations to a higher level. Higher than assets...

Dollar Cost Averaging – What is DCA?
You've probably heard of Dollar Cost Averaging (DCA) over the years, but maybe you don't know exactly what it is....

A Natural Financial Athlete
There's always that one kid. You may recall him growing up, or maybe they are a member of your child's...
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