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…
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…
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…
My words of wisdom are in this article from AARP about 10 Steps to Achieve Your Retirement Goals. As usual, I am the killjoy in tip #5. http://www.aarp.org/money/investing/info-2015/achieve-retirement-planning-financial-goals.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 — Subscribe to the SFP Blog! Use the…
Here I am talking to Bloomberg.com about considering the retirement plan benefits when negotiating a new job. http://www.bloomberg.com/news/articles/2015-04-30/a-job-hunter-s-guide-to-getting-the-best-retirement-plan Contact me at 303-324-0014 or [email protected] to talk about how I can help you consider your retirement plan benefits. Stay Informed and Educated — Subscribe to the SFP Blog! Use the quick and easy form to the right of this…
I’m excited to be quoted in this article from Bankrate.com about single and childless retirees and their unique financial planning needs. http://www.bankrate.com/finance/retirement/financial-planning-for-childless-retirees-1.aspx?ic_id=Top_Financial%20News%20Center_link_4 Contact me at 303-324-0014 or [email protected] to talk about how I can help you consider your unique financial planning needs. Stay Informed and Educated — Subscribe to the SFP Blog! Use the quick and easy form…
Who remembers ticker tape and stock quote machines? I do! Check out my quote in Investment News! http://www.investmentnews.com/gallery/20151002/FREE/100209999/PH/you-know-youre-an-old-adviser-when Contact me at 303-324-0014 or [email protected] to talk about how I can help you. Stay Informed and Educated — Subscribe to the SFP Blog! Use the quick and easy form to the right of this article.
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…
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…
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