Latest articles by Andrew Rosen, CFP®, CEP
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Retirement Planning for Couples: How to Plan to Be So Happy Together
Planning for retirement as a couple is a team sport that takes open communication, thoughtful planning and a solid financial strategy.
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How Your Net Worth Should Change as You Age
Find out where you stand at your age compared to the average American. This financial adviser also shares his insights on the numbers.
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Want an Encore Career in Retirement? Consider These Seven Steps
Burnout, a need for a change and/or a desire to stay engaged often propel people to start a new professional chapter. This is how you can do it.
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Before the Next Time Markets Sink, Do Your Lifeboat Drills
An eventual market crash is inevitable. We can't predict when, but preparing for the ups and downs of investing is imperative. Here's what to do.
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Key 2025 IRS Updates: What You Need to Know
From IRA contributions to Social Security COLAs and the standard deduction, several changes are headed our way. Get ready to make the most of them.
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Winning Investment Strategy: Be the Tortoise AND the Hare
Consider treating investing like it's both a marathon and a sprint by taking advantage of the powers of time (the tortoise) and compounding (the hare).
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How to Rank Your Financial Priorities
Circumstances are different for everyone, but this adviser with 20-plus years of experience shares some insights on getting your financial priorities in order.
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How Much Life Insurance Do You Really Need?
Here's an example of what life insurance coverage would look like, with actual dollar amounts, for a hypothetical family with a mortgage and student debt.
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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.
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Congratulations on Your Raise: Three Things to Do With It
We're not saying you shouldn't spend it on a new car, but there are some considerations to guard against lifestyle creep and to help ensure a comfy retirement.
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When Investing for Retirement, Be Like Rip Van Winkle
Spend 20 years in a stupor, rather than getting anxious about daily stock market fluctuations, and reap the rewards of retirement investment returns adding up.
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Four Things That Impact the Financial Plans of Every One of Us
You can control some of these factors (how much you save), but others you can’t (how long you live), so there’s good news and bad news here.
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What Happens Financially When You Work One More Year?
The impact of saving more, spending less later and benefiting from an extra year or more of compounding can be truly staggering.
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When Flying Toward Retirement, Secure Your Own Mask First
Parents often feel compelled to help their kids pay for college, but when that could result in you moving in with them later, you should put your savings first.
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Nine of the Biggest Regrets I See as a Financial Planner
Check out this list of common regrets among older people and see if there’s something you can address in your own life while there’s still time.
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Caring for Your Aging Parents: A Seven-Step Guide
Caring for aging parents can be draining, but knowing where everyone stands and having critical things in place can at least make the process less stressful.
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How the Social Security Bridge Strategy Works
This is how you can wait until age 70 to start collecting Social Security — and capitalize on the annual 8% boost to your benefit.
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No Grinch Allowed! Inflation-Beating Tips for the Holidays
To make the most of your holiday season, set a budget, plan to pay more than last year and manage expectations — yours and others’.
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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.
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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.
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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.
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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.)
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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.
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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.
