COLORADO SPRINGS’ RETIREMENT PLANNING & FINANCIAL INVESTMENT ADVISORS
By Ted Schwartz, CFP® Last year was one of the warmest years on record, but almost all investment markets were ice cold. Unless you only held cash last year, it was a painful time for your portfolio. By last Christmas things looked as grim as they could be and there...read more
While ongoing home maintenance is a must, the change of the season provides a good opportunity for some extra special attention to your home. Make a list and pick a weekend to check off all of the items. For a starting point here are some areas to focus on in the...read more
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...read more
615 N. Nevada Ave.
Colorado Springs, CO 80903
719.477.9883 | 888.571.3713