The Department of Labor, of all agencies, is proposing significant new requirements for advisors that could have a dramatic effect on who can offer guidance on retirement plans and their duty to you.
Volatility is something that until last fall has been largely absent from the financial markets in the past few years.
Now that 2015 is in the books, I encourage you to prepare (or update) your personal net worth statement as of the end of the year.
If you’re like most Boulder County residents, you don’t live close to extended family. You may rarely see them and I encourage you in the midst of the merriment to use this time to have conversations with them that are best held in person.
We’ll cover the basics along with resources to help you understand the best plans for you.
When Congress voted to raise the debt ceiling two weeks ago, there was widespread relief that we would be spared a government shutdown. For some boomers these changes could cut Social Security benefits by over $50,000 over four years.
There are times you need quick access to a significant amount of money. Your finances may be strong overall but your assets may not be easily reached.
The third quarter was the poorest one in years for many stock asset classes. We’ll take a look at market performance and a strategy to consider if some of your investments have declined, as they likely have, in your taxable account.
There is a limited time program for local residents to purchase electric vehicles and a solar energy system for a pre-negotiated, competitive pricing.
Can the most critical personal finance advice fit on an index card?