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When Can You Retire?

Not surprisingly, one of the most common goals financial planners help their clients with is analyzing cash flow in retirement so they can live their lives comfortably without worrying about outliving their money. Cash inflow in retirement can come from many sources (Social Security, retirement plans, savings, annuities, pensions) so it’s important to consider how much and when to expect cash inflows. Read more


What Does Your Retirement Look Like?

Published by Jake Bleicher

When I think of retirement, I think of spending a month traveling throughout Asia tasting exotic cuisines. I want to go fishing in Alaska with my buddies and send my grandchildren to college. I want to surprise underprivileged children with presents on Christmas, donate to cancer research and leave an inheritance to my children. More than anything, I want the freedom to do what I want to do. I want to enjoy retirement. It is a goal I am working diligently towards. Read more


Seven Sins of Divorce

Published by Mark Petersen

Divorce is one of the most emotional experiences people may contend with in their lives. With the exception of Ross Geller on Friends, most people may only experience divorce once or twice in their lifetime. With limited exposure to the process, it may be easy to get caught up in the moment and fall victim to one or more of the seven sins of divorce. Read more


Financial Planning is for Everyone

Published by Beth Schanou

Everyone can benefit from some form of financial planning. Not all plans look the same because we are individuals and have unique needs, but the need for some amount of planning is present for every age group and financial status. Often this can be difficult to embrace because in order to plan effectively, there is a need to open up and share personal information including finances and goals. This isn’t always easy. Read more


FINANCIAL NEWS…NASDAQ TV: Fri, Sept 29 at 12:00pm

RZ Wealth’s Irvin Rosenzweig, a Barron’s Top 1000 Financial Advisor with CFP®, ChFC®, CLU®, CRPS®, and AEP® designations sits down with Blaine F. Aikin, AIFA®, CFA, CFP®, Chairman of the CFP® Board and Executive Chairman of Fi360 for “Trade Talk” on NASDAQ TV this Friday, September 29 at 12:00pm.

Together, these seasoned industry leaders will discuss the fiduciary responsibility of the RIA and CFP® in the world of investment planning and management. Topics that Aikin specializes in as both Chairman of the Certified Financial Planning Board and Executive Chairman of f1360 which is an international educator and leader in the field of investment fiduciary responsibility.

Rosenzweig and Aikin, friends and industry colleagues, have a combined experience in wealth management and financial planning that dates back more than 30 years including when they both worked in the retail investment and brokerage divisions at PNC Bank. Tune-in to NASDAQ-TV this Friday at noon to learn more from these industry experts as they examine fiduciary responsibility and best practices in financial planning, investment choices and management.


Irvin Rosenzweig, a Barron’s Top 1000 Financial Advisor with CFP®, ChFC®, CLU®, CRPS®, and AEP® designations is partnered with Ron Carson, Founder and CEO of Carson Group, who is an inaugural inductee into the Barron’s Hall of Fame and on the Inc. 5000 Fastest Growing Company list.

RZ Wealth, lead by Irvin Rosenzweig, is built on commitment, experience, professionalism and accessibility. Focused on consistently putting its clients’ interests first, RZ Wealth offers personal guidance for insightful wealth management including financial, retirement, estate and education planning.


Call us for a Personal Consultation:

RZ Wealth

480 E. Swedesford Road,

Suite 120, Wayne, PA 19087

Toll Free: 866-231-3583

Phone: 610-627-5920







The Importance of Portfolio Diversification

Published by Don Hagan, CFA

The famous stock market axiom, “it’s the bus you don’t see that hits you”, nicely underpins the reasons behind maintaining a diversified portfolio.

The stark reality of investing is that there are unknowable landmines. Even though investment managers and analysts spend hundreds of hours scouring financial reports, talking to management, interviewing competitors and digging deep into a company’s prospects, there is always the possibility of an unpleasant surprise. Read more

What’s in Your Wallet? A Powerful Portfolio Management Tool


What’s in Your Wallet? A Powerful Portfolio Management Tool

Published by Rob Furlong

When considering portfolio management tools many people think about complex spreadsheets or Bloomberg terminals flashing red and green stock quotes all day. While these are necessary, they are far from the most significant tool. I carry my most powerful portfolio management tool in my wallet: a library card. Read more


Helping Your Loved Ones with Long Term Care

Seemingly so much of what we do involves looking ahead into the future. We think about the things we would like to do with our time, the tasks that we wish to accomplish and, sometimes, experiences we’d like to avoid. Aging is unavoidable and is not the most enjoyable topic to discuss – especially with our families as there can be so many emotions and unknowns involved. Read more


Charitable Planning with a Donor-Advised Fund

Like many Americans, most of our clients are charitably inclined, having grown up with a tradition of some level of family philanthropy. Whether it’s giving back to their church, being involved in their community or sponsoring their favorite charity, Americans share in a charity’s focus of improving quality of life. Read more


Seven Financial Actions to Consider Before 2017

Published by Scott Ford

The last months of the year are always hectic due to the holidays, end-of-the-year projects at work, and, in terms of this year, a heated presidential election. While you likely have plenty on your plate, don’t neglect your financial strategies. Review these seven actions you should consider before January 1st. Read more