A Word About Pets
Why should a financial adviser be writing about pets? Because people will open a link about pets more often than a link about money. So, I’ll write about pets and money. First, do you know how much you spend on…
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What if Money DID Grow on Trees?
Who hasn’t told someone or been told, “Money doesn’t grow on trees?” Money through the ages hasn’t always been valued by gold, silver, and copper. Money is often a reflection of what was valued as a society. Here is a…
5 Funny quotes about the Fourth of July
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,…
Summer fun in the Rockies
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…
Is my pension company trying to rip me off?
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…
A wedding costs what?!?
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…
