It’s November and what a perfect time to thank my wonderful network of friends, clients, and colleagues for giving my name to their friends, clients, and colleagues! So, here is a list (in no particular order and probably incomplete) of…
The Denver Post recently reprinted a list from Kiplinger Washington Editors called “9 financial get-on-with-being-an-adult tips for your 30s.” The list included: Advance your career Rethink your budget Write Your will Pay off non-mortgage debt Save at least 15% of…
Recently I was asked to contribute some personal finance articles to Triage Cancer (http://triagecancer.org/). One of the topics was about credit scores and budgeting. Being the lazy person I am, I am going to use the blog twice – once…
I have done a ton of retirement plan enrollment meetings in my career. One question that consistently comes up is “How much should I be putting into my work retirement account?” In order to not induce sticker shock, I lay…
The attached article has some great stories about how there is not just one way to retire. While some people consider stopping work as a one-way train to crotchety old age, others keep active and busy with hobbies, grandkids, volunteer…
I went to the Financial Planning Association’s annual Symposium in September. This is a great opportunity for financial planners to get new information and catch up with old friends. As usual, it was a great event and I learned lots…
You are feeling tired and the stacks of mail with forms to fill out is overwhelming. I don’t have a magic wand to make this all disappear. This short video will help you prioritize and organize the inevitable financial tasks that come with a loved one passing away.
