COLORADO SPRINGS’ RETIREMENT PLANNING & FINANCIAL INVESTMENT ADVISORS
LATEST POSTS
Feeling a Bit Unraveled? – The New Year Provides an Opportunity to Button Things Up
At the end of a year, I always feel a bit unraveled in my financial life and love the opportunity of a fresh start to check in with everything. I use the list below to address items annually. 1. Check in with your net worth. Login to your Blueleaf (if you are a...
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Fasten Your Seat Belt, Please
By Ted Schwartz, CFP® Chances are, you have been a passenger on a plane that experienced some turbulence. Most likely, your pilot asked you to return to your seat and to fasten your seat belt. Your pilot may have tried a mid-course change, flying at a different...
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The Feelings of Risk
Ahhh… that confident feeling when you open your investment performance report and see an increase in the value of your account. You might feel pride remembering how much you saved or security in the thought of the potential increase over time. On the other side of the...
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