Is it time to lighten up? This week, I interview Kristin Harris, Broker Associate for LIV Sotheby’s International Realty specializing in the Cherry Creek area about the ups and downs of downsizing into a smaller home. Q: Downsizing doesn’t always translate to down pricing. What percentage of the bigger house sale price do…
This year, let’s toast our fellow Americans! To celebrate the Fourth of July, I’d like to share some Facebook status updates that will make you smile this Independence Day! Being an American is awesome. The end. I am not understanding why Americans celebrate a movie. Sure it was a good one but geez! Happy…
Hang on! Tempted to buy more of your winners and dump your losing investments? Read tips from investing pros (including me!) on how to avoid that mistake. Tips from Investing Pros The editorial team at ETF Reference surveyed 57 ETF investing experts in search of the best tips for exchange-traded fund investors. The…
It’s July already???? Yikes, 2017 has gone by quickly! Time to do a financial check-up on those New Year’s Resolutions to see how you are doing. I don’t know what your resolutions were, so here are a few common ones that there is still time to tackle. BEFORE you are making your resolutions for…
The payoff? Wondering if you should pay off your mortgage early or stick with those monthly payments? You’re not alone. In this article from dynamicnsurance.com, I’m asked whether getting rid of your mortgage is actually a good idea. I advise…. “If a client thinks they’ll be in a house for 10 years after…
In the hot seat. In this article by Investment News, I was asked how I handle getting fired by a client. As is often the case in service industries like financial planning, client relationships can be fragile and sometimes advisers don’t recognize the breakdowns until the client is gone. But in some…
That’s right! You are two weeks into June and the kids are bored. What are some offbeat things to do that won’t break the bank? These are Colorado destinations, so if you are out of town, I apologize. You will have to come for a visit! Morrison Natural History Museum See rocks and fossils…
In this piece, Investopedia takes a look at how much you will pay in taxes on an IRA and the different scenarios that apply. Several financial planners chime in on tax-free withdrawals and ways to avoid penalties. Here was my advice: Ways to Avoid the Early-Withdrawal Tax Penalty There are some hardship exceptions…
Are you game? I admit it. Often when we go to my kids’ sports games I bring along a guy who yells at my kids from the sidelines. He is their father, so I don’t have much choice. Occasionally, I’ve been known to say a few loud-ish words myself. Why do we put…
Up until now…I did. Would you ever consider moving into a tiny house when you retire? Up until now, I thought that the tiny house movement was going to lead to an even higher divorce rate! Well, it turns out I’m not always right. Shocker! For those of you who read my rant…
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