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Blog2020-08-26T09:26:30-06:00

What is it about September?

October 11th, 2021|

September has historically been the worst month for stocks, according to St. Louis Federal Reserve data measuring monthly S&P 500 performance over the last 50 years. If you are wondering whether the trend has abated in recent years, the answer is no, it hasn’t. Over ...

Important Document Checklist

September 8th, 2021|

What you should Keep, Store or Shred There are many documents that can accumulate in a lifetime. This checklist is intended to help make it easy for you to keep organized and to know how long you should keep documents. As financial advisor we ...

10 Ways to Save After Retirement

September 8th, 2021|

Want to hang on to your gold in your golden years? Then keep saving even when you’ve stopped earning. Here’s how. Take the same approach to money management you did before you kissed the 9-to-5 grind goodbye. Careful planning, money management and saving will go ...

Social Insecurity

August 6th, 2021|

Americans are living longer each year. Every 6 years, the average life expectancy increases by 1 year. For example, the US life expectancy at birth was 60.8 years in 1921 but has increased to 77.8 years in 2021. Since Americans are living longer, saving for ...

How to Manage an Inheritance or Windfall

July 12th, 2021|

Have you ever dreamed of winning the lottery or inheriting a large sum of money? Most have. But, riches that easily fall into your hands can quickly slip through your fingers. A study found that 1/3 of the people who received an inheritance had negative savings within two years. For ...

Inflation: The Silent Killer

June 8th, 2021|

Western Slope consumers have experienced a surge in prices of 4.2% over the last year! This is the highest increase since 2008! When the prices of goods increase, the purchasing value of your money decreases. A dollar that you had last year, is only worth ...

Should You Downsize Your Home?

June 8th, 2021|

Did you buy your home many years ago? Or have you been in your current place for a few years? There are plenty of reasons to sell and seek out a house that is smaller and one that fits your lifestyle. On the flip side, ...

How to Avoid Charitable Giving Errors

May 12th, 2021|

Individuals, foundations, bequests, and corporations gave an estimated $449.6 billion to U.S. charities in 2019, according to findings in Giving USA 2020. Individuals accounted for an estimated $309.7 billion, up 4.7% in 2019 versus the prior year. We tend to think about charitable donations around ...

The Covid Economy, a Year Later

April 12th, 2021|

This time last year, the World Health Organization recently had declared that the spread of Covid-19 constituted a worldwide pandemic. Stringent measures in the U.S. were being taken to slow the spread of Covid and “flatten the curve.” The lockdowns and shelter-in-place orders dealt a ...

What to Know About Biden’s Proposed Tax Policy

April 12th, 2021|

To fund his large-scale infrastructure initiative, President Biden is planning to increase taxes. While these plans are still subject to significant change, it is time to start learning about the proposed changes to see if you could be affected. Forewarned is forearmed. Today’s tax rates ...

Avoiding 7 Retirement Traps

April 12th, 2021|

You have saved and invested for decades and you are gearing up for retirement, or maybe you have already left your job. While the idea of leaving your career behind may be appealing, it is a monumental change that can also be unsettling for some ...

Money Problems Couples Can Avoid

March 30th, 2021|

“Stop in the name of love, before you break my heart.” We know The Supremes weren’t alluding to the pitfalls couples face when they grapple over money issues. But our own experience tells us that money plus love can lead into minefields we’d rather ...

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