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,…
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…
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…
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…
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 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…
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…
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