This article (with a quote from yours truly) has some great tips for caregivers of aging family members. http://time.com/money/4124861/aging-parents-care-costs/ Contact me at 303-324-0014 or [email protected] to talk about how I can help you achieve your financial goals. Stay Informed and Educated — Subscribe to the SFP Blog! Use the quick and easy form to the right of this…
This blog is NOT meant to make you scared about your pension. I personally LOVE when clients have a pension and rarely suggest they take a lump sum payout if offered. However, it happens occasionally that people come to me with an offer from their former employer to buy out the pension obligation that is…
Here I am talking about the joys and perils of performing your professional services for close friends and family members. If you fall into this category, don’t worry, it’s pretty tame. http://newageofadvice.com/insights/transamerica-insights/transamerica-insights-articles/friends-family-and-finances/ Contact me at 303-324-0014 or [email protected] to talk about how I can help you achieve your financial goals. Stay Informed and Educated — Subscribe to…
According to an April 5th article on cnnmoney.com, the average wedding cost in the US rose to over $32,000 in 2015. Compare that to the median household income of $50,000 and you can see that wedding mania may be a little out of control. Of course, that number is an average and costs around the…
What is a more difficult job than caregiving for adults? Here I am quoted on the importance of getting (sometimes hiring) help if you are caught between caring for aging parents, your own kids, and keeping your career afloat. http://www.reuters.com/article/eldercare-parents-tips-idUSL1N13E33Z20151123#883t7t7tUiVW0hJa.9712 Contact me at 303-324-0014 or [email protected] to talk about how I can help you achieve your retirement…
As I write this blog (I write them in advance of them coming out), I’m waiting for yet another cancellation notice for my sons’ games this weekend due to weather. We will be playing spring sports make-up games until August at this rate. It’s not so disruptive to my schedule because I am a very…
Here I am sounding totally Grinch-y over the holidays about people overspending and not saving enough. Good news, though! My friend Carol Craigie of Fiscal Fitness Clubs of America is right there with me in the article so I’m not alone in my Scroogi-ness. http://insurancenewsnet.com/innarticle/2015/12/02/agents-need-stronger-holiday-sales-message.html Contact me at 303-324-0014 or [email protected] to talk about how I can…
This topic was suggested to me from my friend and financial adviser Cameron Morgan of A&I Financial. Wow, has dating changed since the Stone Age when I was out there! I recently had an inquiry from a magazine reporter about how many dates you should go on before asking about your sweetie’s credit score. I…
Recently I was quoted in Investment News about a proposal to integrate Social Security estimates into financial planning software. What a dream come true that would be! http://www.investmentnews.com/article/20150714/FREE/150719959/financial-planning-platforms-target-social-security-benefits-data Contact me at 303-324-0014 or [email protected] to talk about how I can help you achieve your Social Security. Stay Informed and Educated — Subscribe to the SFP Blog! Use the…
Recently my friend Sarah Lampard of A Value Insurance, an excellent insurance broker, brought up something that shocked me. Most umbrella policies don’t cover you for an accident with an uninsured or underinsured driver. To go back, an Umbrella Policy is a property and casualty insurance product that covers you for expenses above and beyond…
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