Latest articles by Andrew Rosen, CFP®, CEP
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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.
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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.
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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.
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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.
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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.
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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?
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No Grinch Allowed! Inflation-Beating Tips for the Holidays
To make the most of your holiday season in these inflationary times, start planning NOW.
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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.
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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.
