A hot topic among my financial planner friends these days is whether we will all be unemployed by the advent of robo-advisers. Will machines take over financial planning where humans were once needed? Is all technology an advancement? Like all technology disruptions (Uber to taxis, Amazon to physical stores, Microsoft Word to steno pools),…
From Investopedia I’m a 26-year-old professional with a 401(k), a Roth IRA, and a non- retirement account. I contribute enough to my 401(k) to get my employer’s match, and I try to max out my Roth IRA every year. But of those three accounts, where should my extra income be going? I’m not sure what’s…
Where did the time go? Yep, it’s the end of July, and the back-to-school sales are ramping up. If you’re like me, you hate this kind of shopping. So I was delighted when, about 5 years ago, my son’s school offered Edu-Kits – everything required by the school in a box delivered to the…
It seems that more and more people are getting vocal about politics these days. So, when Investment News asked several financial advisers their opinion on politics and financial planning, I was only too happy to contribute. The story Politics, in general, and President Donald J. Trump, in particular, have become hot-potato topics that most financial…
Do all financial advisers have your best interests at heart? By now the long-awaited, much-debated Fiduciary Standard has been implemented. Kind of. Ish. After lots of pushback from some parts of the financial planning industry and the new powers in Washington, members of the financial services community now have to put their clients’ interest above…
Don’t do it…. Okay, I didn’t meant that title the way it sounded (although I do know a few couples who probably wish they weren’t retired together). By saying you shouldn’t “retire together” I mean you probably shouldn’t retire at the same time. At least that was my advice when Investopedia asked me about…
Is it time to lighten up? This week, I interview Kristin Harris, Broker Associate for LIV Sotheby’s International Realty specializing in the Cherry Creek area about the ups and downs of downsizing into a smaller home. Q: Downsizing doesn’t always translate to down pricing. What percentage of the bigger house sale price do…
This year, let’s toast our fellow Americans! To celebrate the Fourth of July, I’d like to share some Facebook status updates that will make you smile this Independence Day! Being an American is awesome. The end. I am not understanding why Americans celebrate a movie. Sure it was a good one but geez! Happy…
In the hot seat. In this article by Investment News, I was asked how I handle getting fired by a client. As is often the case in service industries like financial planning, client relationships can be fragile and sometimes advisers don’t recognize the breakdowns until the client is gone. But in some…
That’s right! You are two weeks into June and the kids are bored. What are some offbeat things to do that won’t break the bank? These are Colorado destinations, so if you are out of town, I apologize. You will have to come for a visit! Morrison Natural History Museum See rocks and fossils…
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