Even financial planners have a rough time getting Social Security information. I recently tried to log in to my Social Security account and was told that an account couldn’t be created for my Social Security Number. “Please contact us for help!” So, I called the number, interacted for about 5 minutes with the robot on…
In the May, 2015 print edition of Money Magazine, there is an article called 101 Ways to Build Wealth. These list-type of articles come around often and say many of the same things, but a few interesting ones I found were these: “Tip #15: Don’t Tend to Your 401(k) After a Rough Day at Work.…
Many people envision retiring to a beachy paradise. And, it’s true, warm states like Florida, Arizona, and North Carolina are seeing an influx of new faces, many of them retired. However, according to US census bureau data, only about 4% of Americans aged 65 and older move each year. What are some things to consider…
Happy New Year! In my financial planning business, I work with three distinct groups: Those who are just starting out in their professional and investing lives (ages 25-30) People who are building careers, families, and savings portfolios (30s – 50s) Pre-retirees or people who have recently retired (50s and beyond) Following are the New Year’s…
“Santa Claus has the right idea. Visit people only once a year.” ―Victor Borge Once again, we come to the Holiday Season, a deeply religious time that each of us observes, in his own way, by going to the mall of his choice. ―Dave Barry “Keep your friends close, your enemies closer, and…
A financial planner telling you how to spend MORE money over the holidays? What madness is this? Well, I’ve about read my fill of articles telling me to make a list and check it twice before double buying gifts for Great-Aunt Gertrude (by the way I do use a Christmas list and it really works!). …
Hello, loyal readers! Last week, I started a pretend business to explain the difference between stocks and bonds. Kristi’s Ranger Cookie Food Truck is sure to be a smashing success thanks to this recipe: Cream together: 1/2 Cup Butter, 1/2 Cup Sugar, 1/2 Cup Brown Sugar Add: 1 beaten egg and 1/2 Teaspoon vanilla Sift and…
It’s summer time and the livin’ is easy…except when you are trying to entertain kids or guests without breaking the bank. Here are 3 fun ideas that don’t cost a lot and keep the smiles coming. Take in a non-concert at Red Rocks. Red Rocks Amphitheater is known for its great concerts and events, but have…
Stay organized and prepared for retirement with my comprehensive checklist and timeline. Enter your name and email below to get instant access.
