Understanding the Four Major Types of Annuities

Understanding the Four Major Types of Annuities

By: Andrew Rosen, CFP®, CEP® As I eluded to in a previous blog, Understanding Annuities in 5 Minutes or Less, annuities can be a complicated animal.  There are certainly circumstances where they fit a need in one’s life and so I’d like to take a few moments to educate...
Market Movement & Its Effect on Me

Market Movement & Its Effect on Me

By: Andrew Rosen, CFP®, CEP® Like any 8 year bull market run, people start wondering and worrying.  “When might this end?  How does this impact the economy and spending behavior?”  This economic principle is called the Wealth Effect. The premise to the...
Understanding Annuities in 5 Minutes or Less

Understanding Annuities in 5 Minutes or Less

By: Andrew Rosen, CFP®, CEP® Despite being one of the oldest investment vehicles out there annuities are still probably one of the most misunderstood investments on the market.  They come in every shape and size and can certainly be confusing.  Figured I’d take a few...
To Roth Ira, or Not, to Save Income Tax

To Roth Ira, or Not, to Save Income Tax

By: Andrew Rosen, CFP®, CEP® The world is full of great questions.  Some can’t be answered: what was first, the chicken or the egg?  Some were argued at immeasurable length, but finally we settled on an answer: is the Earth round or flat? ...