Richard Rosen

Richard Rosen

Richard Rosen is a practicing financial planner with more than 20 years of experience helping clients design and implement comprehensive wealth management plans.  He is an adjunct faculty member teaching undergraduate and graduate courses in finance and investment management.  He has also helped startup, manage and sell two small companies as well as consulted on the startup and operation of several other ventures.

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  1. Life Insurance

    Split Dollar Life Insurance: How It Works

    Understand how split-dollar life insurance plans between an employer and employee are designed and what tax regulations they ...
  2. Life Insurance

    Group Term Life Insurance: What You Need to Know

    Is employer-sponsored group term life insurance really a good deal? Let's take a closer look.
  3. High Net Worth Strategy

    Mistakes to Avoid When You Own Life Insurance

    How to avoid some common mistakes that can cause tax and inheritance problems when you own life insurance.
  4. Retirement Living

    Managing Annuity Distributions in Retirement

    Strategies to help manage taxable deferred annuity distribution in retirement.
  5. Insurance

    How a Death Benefit in a Variable Annuity Works

    A look at how the death benefit in a variable annuity works.
  6. Investing Strategy

    Why Include Convertible Securities in Your Portfolio

    What are convertible securities and why you should include them in your portfolio.
  7. FA Relevant

    How Linked Benefit Insurance Policies Work

    Linked benefit policies can be a viable alternative to traditional long-term care insurance. Here's how they work.
  8. FA Relevant

    Disability Rider on Life Insurance: Should You Buy?

    Does it make sense to pay an additional cost for a waiver of premium rider on a life insurance policy?
  9. High Net Worth Living

    Using Life Insurance to Help Provide for Someone With a Special Need

    Why and how to use permanent life insurance to help provide for a family member with a disability or special needs
  10. FA Relevant

    7 Issues to Consider When Determining Life Insurance Coverage

    Seven issues to consider when buying life insurance to ensure the coverage is tailored to meet your personal financial situation. ...
  11. High Net Worth Living

    Life Insurance With an Increasing Death Benefit

    Why buy a life insurance policy with an increasing rather than level death benefit
  12. Investing Strategy

    How to Use a Benchmark to Evaluate a Portfolio

    What is an investment benchmark and how is it used to evaluate the risk and return in a portfolio.
  13. Investing Strategy

    How to Select and Build a Benchmark to Measure Portfolio Performance

    How to select and build a benchmark to measure the performance of your investment portfolio
  14. FA Relevant

    Should You Choose a Fee-only Financial Advisor?

    Is working with a fee-only financial advisor always your best option?
  15. Life Insurance

    Does Buying a Guaranteed Life Insurance Policy Make Sense?

    When does it make sense to buy a life insurance policy that is guaranteed?
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