The Alliance Foundation I am proud to be a part of the Alliance Foundation whose mission is to help women become economically empowered so they may move themselves out of poverty, homelessness, abuse, or addiction. The Alliance Foundation funds three efforts: College scholarships for 3 Denver women in their Junior and Senior years…
Back-to-school is in the air, so let’s stay with last week’s theme of education. Many people struggle mid-career with the question of whether to further their education. They may be asking, “Am I being held back for my lack of a Masters’ degree?” or, “Would having a PhD under my belt make me more in-demand?”…
Clearly, once I have a theme, I can’t let go. It’s back-to-school month and that could make some of us feel guilty about the lack of savings we’ve done for our kids’ college. What’s holding you back? Maybe by clearing up a few misunderstandings about college savings, it will motivate you to start a 529…
If you’re thinking about retiring, but not sure if it’s the right time, you’re not alone. In this article from Investopedia, 6 Signs You Are OK to Retire, I offered this advice: From Investopedia This may seem like a no-brainer, but many soon-to-be retirees simply forget to crunch the numbers. Before you ditch…
Last week, I talked about the fear that financial planners have of being shoved out of our careers by robo-advisers. This is kind of funny because the other gloom and doom projection for my industry is that we are woefully short of financial planners. So, which is it? Let’s take a look. According to an…
It’s my passion. I know I should be excited to be quoted in this piece from CNN Money – and I am. But what I’m REALLY excited about is that they’re asking a question that relates to one of my favorite pastimes. Consignment clothes shopping. Yes, whether it’s in a meeting or walking down…
A hot topic among my financial planner friends these days is whether we will all be unemployed by the advent of robo-advisers. Will machines take over financial planning where humans were once needed? Is all technology an advancement? Like all technology disruptions (Uber to taxis, Amazon to physical stores, Microsoft Word to steno pools),…
From Investopedia I’m a 26-year-old professional with a 401(k), a Roth IRA, and a non- retirement account. I contribute enough to my 401(k) to get my employer’s match, and I try to max out my Roth IRA every year. But of those three accounts, where should my extra income be going? I’m not sure what’s…
Where did the time go? Yep, it’s the end of July, and the back-to-school sales are ramping up. If you’re like me, you hate this kind of shopping. So I was delighted when, about 5 years ago, my son’s school offered Edu-Kits – everything required by the school in a box delivered to the…
When shopping for a home, it can be exciting to hear how much a bank is willing to lend you. But homeowners, especially first-time homebuyers, need to be cautious about maxing out that loan. NBR asked several financial planners their opinions and advice on how to wisely go into purchasing a home. From NBR …
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