Financial planning blog

Timely and free financial planning advice

March 29, 2022

In Just Three Minutes, A Big Investment Lesson!

In our recent lunch and learn Zoominar, Bob Schmidt gave us some tips for how to become better investors. Here, I skip ahead to one of his best, most practical ideas. Click Here to Use the Wheel of Investor Emotion Watch Video on A Phenomenal Portfolio He will walk through an...

March 22, 2022

Managing Your Emotions While You Are Investing

Check out this post for an informative video with tips for managing our emotions while investing during these uncertain times. I encourage you to watch this video and share it with your friends. I spoke with an investor recently who said it was just a whole lot easier to deal with the turbulence of...

Retired couple hiking in the mountains, enjoying financial freedom and adventure

March 15, 2022

Why pay more for Medicare?

Retirees face unpleasant taxes on Medicare Karl Frank recently published an article in Retirement Investor about an unpleasant surtax for some retirees. Read this post to learn more about the Medicare surtax that might surprise you. One of the least pleasant surprises in retirement is to find out that you suddenly have to pay more...

Financial planner for business owners offering guidance

March 8, 2022

Episode 50: Business Owners Get Off the Treadmill Part 2

We don’t want imagine a retirement like our parents’ retirement. Their employer said something like, “give us the best 40 years of your life and we will give you what is left over.” Is there something better? We don’t “remove ourselves from service” like we “retire” an old piece of equipment. No, instead we want...

March 8, 2022

Interest Rates in 2022

What in the world is happening to interest rates? Read this blog post for insights into interest rates, which are making the news at the beginning of 2022. Click HERE to watch a 5-minute discussion about inflation and interest rates from our recent 2022 Market and Economic Outlook. So what in the world is happening...

March 1, 2022

Russia, Ukraine and Our Investments

Read this post for commentary from our money managers about what is happening in Ukraine. In our portfolios, we have very little exposure (if any) to either Ukraine or Russia. So…it pays to be patient and call your financial planner! Ukraine and Your Investments I think we have all been horrified by the invasion...

February 23, 2022

Are we experiencing a market correction?

Are We Experiencing a Market Correction? The S&P 500 entered a correction on February 22rd, 2022. This means it has declined 10% from its all-time high. You may have heard, seen or read about it in your choice of news media. But a correction is not news, not really; it is commonplace. Equity markets decline...

Woman working on financial planning from home – financial advisor Denver

February 21, 2022

Three Tips To Get Young Adults Excited To Invest

If you can get started now, you can build a great foundation of solid financial habits. Here are a few principles that build a healthy, long-term relationship with money.

February 15, 2022

Inflation in 2022

Read this post for insights into inflation, or the loss of purchasing power, which has become a big deal in 2022. Click HERE to watch a 5 minute excerpt on inflation and interest rates from our recent 2022 market and economic outlook. When I gave the presentation to our clients in January, I could have...