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…
Yours truly is talking about the benefits of consolidating old retirement accounts to one spot in this article on cnbc.com. http://www.cnbc.com/2015/10/04/did-you-land-a-new-job-dont-forget-about-that-401k-plan.html Contact me at: 303-324-0014 or [email protected] to talk about how I can help you achieve your retirement accounts. Stay Informed and Educated — Subscribe to the SFP Blog! Use the quick and easy form to the right…
This month, I’m writing blogs on topics that people have suggested to me. Today’s, about cleaning out your clutter, is dedicated to my parents who asked me to write it a few weeks ago. It was while my mom was cleaning out their basement AGAIN. Honestly, I think my folks’ basement must be like that…
Here I am talking about the value of account aggregation software and the use of Target Date funds in 401(k) accounts. http://www.shareholderforum.com/investor/Library/20150922_InvestmentNews.htm Contact me at 303-324-0014 or [email protected] to talk about how I can help you achieve your 401(k) accounts. Stay Informed and Educated — Subscribe to the SFP Blog! Use the quick and easy form to the…
With the unemployment rate improving over the past few years, we’ve seen an increase in job changers. People who were hanging on for dear life before are now looking to see if the grass is greener in other pastures. Here are a few things to think about when you change jobs: Is your retirement…
Even your love life becomes important in financial planning. Here is an article in Investment News where I am quoted talking about some things to be aware of when planning for couples with a large age gap. You have to log in to read the whole article, but it’s free. http://www.investmentnews.com/article/20151009/FREE/151009924 Contact me at 303-324-0014…
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