COLORADO SPRINGS’ RETIREMENT PLANNING & FINANCIAL INVESTMENT ADVISORS
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
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...read more
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...read more
615 N. Nevada Ave.
Colorado Springs, CO 80903
719.477.9883 | 888.571.3713