The Denver Post recently reprinted a list from Kiplinger Washington Editors called “9 financial get-on-with-being-an-adult tips for your 30s.” The list included: Advance your career Rethink your budget Write Your will Pay off non-mortgage debt Save at least 15% of your income for retirement Adjust your insurance coverage Increase your emergency fund Diversify and rebalance…
Late night talk show host, here I come! Here is a very short interview about high rents in Denver. My best comments are on the cutting room floor, but hey, any publicity is good, right? http://kdvr.com/2015/01/27/some-might-be-surprised-what-it-costs-to-live-in-denver-comfortably/ Contact me at 303-324-0014 or [email protected] to talk about the high rents in Denver. Stay Informed and Educated — Subscribe to…
Do you have any previous employers who you had a 401(k) plan with? I was quoted on CNBC on making sure in the transition to another job, you don’t miss out on that money you’ve been saving. 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 make sure to get every cent of your…
Recently I was asked to contribute some personal finance articles to Triage Cancer (http://triagecancer.org/). One of the topics was about credit scores and budgeting. Being the lazy person I am, I am going to use the blog twice – once for me and once for Triage Cancer! So, what is a FICO score? The Fair…
Here I am quoted in Investment News, sounding like a broken record, encouraging people to not freak out when the Fed eventually raises interest. rates. http://www.investmentnews.com/article/20150224/FREE/150229952/yellen-and-the-fed-not-swaying-advisers Contact me at 303-324-0014 or [email protected] to talk about how I can help you when the Fed raises interest rates. Stay Informed and Educated — Subscribe to the SFP Blog! Use the quick…
I have done a ton of retirement plan enrollment meetings in my career. One question that consistently comes up is “How much should I be putting into my work retirement account?” In order to not induce sticker shock, I lay out a three step plan. Step 1: 6% Minimum Contribution. When you are young and…
Truly, I have an opinion about everything. Just ask my husband. In this article I’m quoted about buying cars in alternative places. Since I’ve probably bought fewer cars in my lifetime than most people do by their 30’s it’s a little ironic. http://blog.credit.com/2015/06/5-weird-places-you-can-buy-a-car-119600/ Contact me at 303-324-0014 or [email protected] to talk about how can help you create…
The attached article has some great stories about how there is not just one way to retire. While some people consider stopping work as a one-way train to crotchety old age, others keep active and busy with hobbies, grandkids, volunteer work, and even their memberships in the American Association for Nude Recreation. No lie, click…
I went to the Financial Planning Association’s annual Symposium in September. This is a great opportunity for financial planners to get new information and catch up with old friends. As usual, it was a great event and I learned lots of cool stuff. Our lunch keynote speaker was Joe Hurley, founder of the website www.savingforcollege.com.…
Now, this is the kind of news I like to see. Charitable giving from all sources was $358 billion in 2014, the highest amount since its 2007 peak. Fifty four percent of the year over year growth from 2013 was driven by individuals. See, we don’t all have to be Bill and Melinda Gates to…
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