Introducing the September RMD Series
I attended a Red Rocks concert a few years ago where the artist, after doing an excellent cover of a Tom Petty song, declared to the crowd, “As they say in Hollywood, if it’s worth doing once, it’s worth doing…
I attended a Red Rocks concert a few years ago where the artist, after doing an excellent cover of a Tom Petty song, declared to the crowd, “As they say in Hollywood, if it’s worth doing once, it’s worth doing…
If you’ve ever met with a financial advisor, you’ve probably heard something like, “Your plan has an 85% chance of success.” That sounds pretty reassuring—but what does it actually mean? The answer usually comes from a Monte Carlo simulation. Monte…
With back-to-school season in full swing, I bet you are thinking, “Wow, I don’t miss those days of studying and tests.” Not so fast! In honor of Fall, I present to you a quiz on your financial progress over the…
Here is a short list of fraught, nearly unanswerable questions a financial advisor gets at a dinner party: Is $ 1 million enough for me to retire? Will Social Security be there for me? How much will I spend on…
Do you think that moving in with a romantic partner is less legally complicated than marriage? Or perhaps you want to go in with your best friend to buy a house in an expensive real estate market. What if your…
My friends over at GHP Investment Advisors are killing it with their newsletters lately. I highly encourage you to read the essay by Reed McCoy in the link below. He has so much good information that I don’t want to…
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