Seventy two percent of grandparents polled in a 2014 Fidelity survey felt it was important to help pay for grandchildren’s’ educations. Wow! That is a very large number. For those who are in a position to chip in a little…
One question I help people answer in retirement planning is when to take Social Security. A couple of reminders on the rules: You can take Social Security as early as age 62, but your amount will be lower than if…
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…
Have you ever seen someone struggling with their finances and wanted to help?
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Providing an hour with a Certified Financial Planner ™ is a meaningful gift that can benefit many people in your life!
