Here is a handy article by yours truly on the Triage Cancer Blog about how to find a financial planner.…
I’m excited to be quoted in this article by Shelly Schwartz in nbr.com about boomers not wanting (or being able…
Well, it’s not a big quote, or super-intelligent for that matter, but I’ll take any quote in Bloomberg. http://www.bloomberg.com/news/articles/2015-04-30/a-job-hunter-s-guide-to-getting-the-best-retirement-plan Contact…
While the category can provide an alternative to traditional asset classes, high fees and lack of liquidity may mean too…
Do you suspect you are under-insured for life’s surprises? Attached is a good article about overlooked types of insurance where…
5 easy tips for a better fiscal 2016. Check out number 3 from your favorite Denver financial planner! http://blog.credit.com/2015/12/5-easy-money-resolutions-for-the-new-year-132215/ Contact…
Who says competitors are bad for business? Not me! Here is an article where I’m quoted about the value of…
This article (with a quote from yours truly) has some great tips for caregivers of aging family members. http://time.com/money/4124861/aging-parents-care-costs/ Contact…
Here I am talking about the joys and perils of performing your professional services for close friends and family members. …
What is a more difficult job than caregiving for adults? Here I am quoted on the importance of getting (sometimes…
Here I am sounding totally Grinch-y over the holidays about people overspending and not saving enough. Good news, though! My…
Recently I was quoted in Investment News about a proposal to integrate Social Security estimates into financial planning software. What…
Yours truly is talking about the benefits of consolidating old retirement accounts to one spot in this article on cnbc.com.…
Here I am talking about the value of account aggregation software and the use of Target Date funds in 401(k)…
Even your love life becomes important in financial planning. Here is an article in Investment News where I am quoted…
Here’s a shocker: Morningstar, found that there are very few women in mutual fund portfolio management. Here I am quoted…
This is a really good article about whether or not to keep a mortgage in retirement. Yours truly is quoted,…
Hey, guess what? I’m now considered a “financial sage,” according to this article in OVID Senior Resources. All kneel to…
My words of wisdom are in this article from AARP about 10 Steps to Achieve Your Retirement Goals. As usual,…
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…
I’m excited to be quoted in this article from Bankrate.com about single and childless retirees and their unique financial planning…
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…
Late night talk show host, here I come! Here is a very short interview about high rents in Denver. My…
Do you have any previous employers who you had a 401(k) plan with? I was quoted on CNBC on making sure…
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