Who hasn’t told someone or been told, “Money doesn’t grow on trees?” Money through the ages hasn’t always been valued by gold, silver, and copper. Money is often a reflection of what was valued as a society. Here is a small sampling of ancient currencies to give you some perspective on our changing values over…
5 easy tips for a better fiscal 2016. Check out number 3 from your favorite Denver financial planner! http://blog.credit.com/2015/12/5-easy-money-resolutions-for-the-new-year-132215/ Contact me at 303-324-0014 or [email protected] to talk about how I can help you achieve your fiscal goals. Stay Informed and Educated — Subscribe to the SFP Blog! Use the quick and easy form to the right of this article.
Even a dedicated financial planner has to take a break already from the endless nagging to save, save, save. How about a little humor to break up the monotony? “It’s Fourth of July weekend, or, as I call it, Exploding Christmas.” — Stephen Colbert “Kiss is a Fourth of July fireworks show with…
Here are a few things I plan to do with my kiddos this summer. I hope to see you there! Red Rocks for movie and a band – Probably not Citizen Kane, but what kids doesn’t love Ferris Bueller’s Day Off? http://film.redrocksonline.com/fotr Hiking without the long drive – Yes, they will totally complain about it,…
Who says competitors are bad for business? Not me! Here is an article where I’m quoted about the value of doing business WITH other financial advisors, not against them. http://www.lifehealthpro.com/2016/01/29/strategic-alliances-are-a-win-win-for-advisors-and 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…
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…
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