by admin | Apr 29, 2014 | Archives
The entrepreneurs I know vary in character. Some are dominant while others are steady. They almost always are DOERS. But when it comes to retirement preparedness, they don’t “DO”. Being an entrepreneur myself, and knowing tons of entrepreneurs through the...
by admin | Apr 23, 2014 | Archives
This is the question most every client asks when I meet with them in Colorado Springs or Denver. It is a complicated question, because it requires understanding how many things work and a glimpse into the future. As a financial advisor, I address this head on with a...
by admin | Apr 11, 2014 | Archives
We just wanted to let you know that we have heard from three of our major partners- TD Ameritrade, Blueleaf, and Hidden Levers. They all believe that no information has been compromised on their systems and that they are unaffected by the Heartbleed security issues...
by admin | Apr 8, 2014 | Archives
I have learned that I do my best at something when I have a plan and I practice. To start you have to have a philosophy, an idea or belief about your financial plan that you live by. When I sat for the Chartered Financial Analyst examination, there are three, I would...
by admin | Apr 1, 2014 | Archives
Recently I had a client approach me about buying a house in Denver, Colorado. They recently sold a house and are currently renting. The emotional draw is they want a second bathroom for their child. They want a big enough space for the child to feel comfortable. ...
