Latest articles by Andrew Rosen, CFP®, CEP
-
Is Your Spending Out of Control? Three Ways to Fix It
Whether it’s ignorance of your true financial position, an addiction or simply retail therapy, there are things you can do to address your overspending.
-
Being Rich vs. Being Wealthy: What’s the Difference?
It’s all about where you put the zeros — having a large bank account isn’t the same as having zero regrets and focusing on what brings you joy.
-
Which of the 10 Money Languages Do You Speak?
Identifying the emotions that you feel about money could help you improve your relationship with it.
-
The Theory of (Financial) Relativity
We all like to compare our own finances to how others appear to be doing, but this financial adviser’s shower-inspired theory makes it clear that personal finances are relative.
-
Why Are You Still Working?
Some people have to, but there are plenty of folks who might want to do some soul searching to determine how work fits into their ideal day. (Hint: It likely doesn't.)
-
Retirement Dating 2.0: Before You Jump, Test the Waters
If you don’t know what you want to do in your golden years or where you want to live, retirement dating lets you try things out before you commit.
-
How Do You Stack Up When It Comes to Retirement?
Maybe you’ll feel good about where you stand as we look at averages of retirement savings, Social Security benefits, health expenses and how retirees spend their time.
-
Improving Your Financial Health: A 10-Step Workout Plan
It's never too late to shape up your financial health, and the more attention you pay to every aspect of your finances, the healthier they’ll be.
-
In Investing, How Do You Combat Uncertainty of Force Majeure?
Investors can’t predict every possible outcome, but having an investment strategy devised by a financial adviser, a robo-adviser or even yourself can help.
-
Worried About Checking Your Portfolio? Don't Be: Things Are Looking Up
Though the markets are still fluctuating, this expert sees an encouraging upward trend and is giving himself permission to check his investments.
-
The Markets Were Miserable Last Year, But That’s Great News
It’s all about perspective. Hopefully, you learned that your financial plan can withstand market downturns. If not, now you know you need to make adjustments.
-
Common Financial Weaknesses and How to Overcome Them
Everyone has them, but identifying your financial weaknesses and taking steps to address them can mean a much more secure future and retirement.
-
7 Financial Planning Steps to Take at the End of the Year
These moves are good to make at any time of the year, but doing them before 2023 arrives can help you enjoy a fresh, confident start to the new year.
-
What You Need to Know About 2023 Social Security Changes Beyond the COLA
The cost-of-living adjustment (COLA) isn’t the only change on tap for Social Security next year. Some modifications might make you rethink your retirement plans.
-
Savvy Strategies for Your Health Savings Account
health savings accounts HSAs are a super tax-advantaged way to save for health care expenses if you have a high-deductible health plan. So what are you waiting for?
health savings accounts -
The Great Change! (Is COVID Leading to Life Changes?)
personal finance When people stream in asking for help making major changes in their jobs, families and goals all in the pursuit of happiness, it makes you wonder what’s going on. Well, one financial professional has a theory – and a word of advice.
personal finance -
Finding the Right Financial Planner During a Recession
Financial Advisers Navigating your way through a financial downturn takes resolve and know-how. Having the right person at your side during this touchy time could be critical.
Financial Advisers -
Should You Consider a Roth Conversion While the Market is Down?
Roth IRA Conversions Investors who are hurting right now as the stock market takes a hit may want to console themselves with a possible tax bargain created by a Roth conversion.
Roth IRA Conversions -
Interest Rates are Rising – What This Means for Your Bank Account
personal finance First of all, when we say, “the Fed raised interest rates,” that’s a bit of a misnomer.
personal finance -
Budgeting Basics for Wealth, Health and Happiness
personal finance Maybe not everyone needs a budget, but just about all of us can benefit from one. Here are the basics on why budgeting is important and how to get started.
personal finance -
No Need to Panic: Social Security Is NOT Running Out
social security Yes, Social Security is undergoing some changes, including a possible reduction in benefits in the not-too-distant future – but the checks won’t stop coming. Here’s why the program is changing and what to expect.
social security -
The Stock Market Is Another Life Lesson That Proves Stability Will Always Prevail
stocks Time after time it bounces back in the face of all sorts of disasters. Here’s why the stock market has proven to be so resilient, and how investors should respond (or not) when times are tough.
stocks -
What Does the Delta Variant Mean for Your Investments?
Coronavirus and Your Money As the COVD-19 pandemic continues into its next phase, it’s natural to be a little nervous. But now is not the time for panic or knee-jerk reactions. Here’s why.
Coronavirus and Your Money -
Here’s What to Do with the Money Left Behind in Old 401(k) Accounts
401(k)s First off, don’t lose track of it! You’d be surprised how many people forget about their old 401(k)s.
401(k)s
