Helpful Retirement Statistics

Helpful Retirement Statistics

By: Andrew Rosen, CFP®, CEP® The lynchpin to financial planning is: When can I retire? It’s such a common question that I’ve already written a few blogs on the topic (what’s my magic number to retire and retirement tips to consider).  However,...
What’s My Magic Number? To Retire that is!

What’s My Magic Number? To Retire that is!

By: Andrew Rosen, CFP®, CEP® Every retirement plan is unique and asks the age old question: How much do I need to retire?  It takes a lot of finesse to devise each individual’s “magic” retirement age and dollar amount.  The industry’s rule of thumb is to draw...
Help! I want to retire…and soon

Help! I want to retire…and soon

By: Andrew Rosen, CFP®, CEP® Retirement. It’s a big and scary decision. You typically only get one shot at it and most of your decisions are permanent. While similarities abound in how people and advisors plan for retirement, everyone’s situation...
The 1% No One Seems to Care About

The 1% No One Seems to Care About

By: Andrew Rosen, CFP®, CEP® If I had a dollar for every time a client showed me an array of savings accounts at multiple institutions, I’d have several extra more dollars.   On the flipside, if I had a dollar for every time I saw a client with...
Back to the Future of Social Security

Back to the Future of Social Security

By: Andrew Rosen, CFP®, CEP® With the ever decreasing world of defined benefit pensions, one of the most frequently asked questions I get is “what do you think about the future of Social Security?” Generally, I get that question when I ask to see a Social Security...