Well, of course not, who is? That said, there are some basics that each partner in a couple should know in case the unthinkable happens: How much life insurance is on each spouse? Where is the policy information kept? Do you have a will? If so, where is it? In whose name are your…
Do I ever stop talking about retirement? It would seem not. However, talking constantly about saving and investing for the future doesn’t really address the actual transition from earner to retiree. So, here are some questions I hope pre-retirees are getting help with before they tell their bosses to “take this job and” – well,…
April showers bring May flowers and so my theme for this April is change. I’m certainly ready for the change from winter to spring, but are my clients and friends ready for other changes that life hands them? Am I ready? Probably not. So, here is my stream of consciousness list of questions to think…
Here’s a shocker: Morningstar, found that there are very few women in mutual fund portfolio management. Here I am quoted in an article in Investment News about this trend. http://www.investmentnews.com/article/20151122/FREE/151119893 Contact me at 303-324-0014 or [email protected] to talk about how I can help with mutual fund portfolio management. Stay Informed and Educated — Subscribe to the SFP Blog! Use…
In the wake of the 2008 recession raises have almost become a quaint thing of the past, like ice delivery or 5-year-olds without cell phones. However, the tightening labor market has made some employers realize the need to keep pay competitive in order to keep their best employees. According to a Towers Watson survey…
This is a really good article about whether or not to keep a mortgage in retirement. Yours truly is quoted, and there are a lot of good points about the pros and cons. http://www.cnbc.com/2015/07/13/should-you-pay-off-your-mortgage-early-maybe-not.html Contact me at 303-324-0014 or [email protected] to talk about how I can help you achieve your retirement goals. Stay Informed and Educated…
There is an old saying that goes “love what you do and you will never work a day in your life.” That’s great, but maybe not practical for everybody. I really appreciate the people who collect my trash, deliver my paper, and plow the streets when it snows. Are they living their dreams with their…
Hey, guess what? I’m now considered a “financial sage,” according to this article in OVID Senior Resources. All kneel to the Sage! http://blog.ovidlife.com/14-tips-from-financial-sages-that-seniors-need-to-know-part-2/ Contact me at 303-324-0014 or [email protected] to talk about how I can help you achieve your retirement goals. Stay Informed and Educated — Subscribe to the SFP Blog! Use the quick and easy form to…
Every parent has probably had this conversation with their school aged child. Kid: I hate school. I can’t wait until I’m a grown-up and don’t have to learn or do homework. Parent: Guess what, chief. You are never done learning and doing homework. I still have to learn new things all the time so…
The theme for this month is “Marching Toward Your Financial Goals.” Cute, huh? Usually, this blog talks about ways to save and invest the money you are earning. This month, the focus will be on getting more money coming into your household. It’s all about the top line in March! In the February 22,…
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