January 2023 - Chosen
CHOSEN—January 2023 Welcome to 2023, whether you believe it or not! Whatever stage of life you find yourself in, I imagine that you are...
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- Nov 8, 2022
- 2 min
The Fall Frenzy and What's Ahead
Hello, I hope you have enjoyed the start to fall. A lot of people here (in CO) tell me this is their favorite time of year. For me, it’s...
- Jul 15, 2022
- 2 min
T.A.C.O.S
T.A.C.O.S – This was the theme of Middle School Church Camp where I had the Honor to lead ten – 8th grade boys in early June. Portia and...
- Mar 11, 2022
- 3 min
Moving Through The Short Storms
It's been quite a Winter season with a couple real cold spells! I've had many clients spend extended time the past couple months in the...
- Jan 13, 2022
- 2 min
Excitement and Determination in 2022
Well, whether we believe it or not, the year 2022 is well under way! So much has happened the past month or so hasn't it! Some beautiful...
- Nov 5, 2021
- 2 min
Why The Social Security COLA Hike Isn’t A Bonanza
John F. Wasik, Contributor Oct. 13, 2021 The Social Security Cost-of-Living Adjustment, or COLA, is going to be 5.9% next year. While...
- Nov 5, 2021
- 5 min
What Medicare Doesn’t Cover And How Planning Now Can Help Avoid Surprises Later
Ron Carson, Contributor Oct. 12, 2021 The month of October is known for a lot of things, shorter days, cooler temperatures, falling...
- Nov 5, 2021
- 6 min
Do These 5 Things Before You Retire
Roger Whitney, Contributor Oct. 11, 2021 If you're within 5 years of retiring, you have a window of opportunity. Don't miss it. A little...
- Nov 1, 2021
- 1 min
Be Where Your Feet Are
What do you think of those five words! Pretty inspiring, and according to Asher, this is our family motto! One of his history projects...
- Sep 15, 2021
- 3 min
Sufficient Funds to Last Your Entire Retirement
Depending on your age and circumstances, retirement can feel far away and mysterious or achingly close and excitement (or panic)...
- Sep 15, 2021
- 2 min
Guarding Your Financial Information
Protecting your financial accounts and information is extremely important. Here are some steps to help you: Passwords and PINs Create...
- Sep 15, 2021
- 2 min
5 Reasons to Start Saving
Saving money is a bit like exercising. We all know how important both are, but it can be hard to actually get into the habit of doing...
- Sep 15, 2021
- 2 min
Are All Triple A Bonds Alike?
Unlike stock investors, those who invest in bonds usually have a way to gauge how risky an investment might be. It’s the rating assigned...
- Sep 15, 2021
- 2 min
Time: Friend or Foe?
The sooner you start saving, the less you have to put away each month to accumulate the needed funds for retirement. For example, say as...
- Sep 15, 2021
- 1 min
Heading Into Fall 2021!
Hello, I hope this note finds you healthy and hopeful. Of course, there are so many challenges that us individually and our country and...
- Aug 12, 2021
- 3 min
Pension Plans vs. 401(k) Plans
A pension plan has become exceedingly rare, or at least that’s the conventional wisdom. But that doesn’t mean pensions are not still an...
- Aug 12, 2021
- 2 min
Principles of Stock Diversification
Despite the natural pull investors may feel toward stocks similar to those they’ve had good experiences with, the best way to reduce risk...
- Aug 12, 2021
- 2 min
What Is Tax Loss Harvesting?
Tax-loss harvesting is choosing to sell some investments at a loss to reduce taxes on realized capital gains from other investments. The...
- Aug 12, 2021
- 2 min
Your Bond Allocation
Your asset allocation mix represents your personal decisions about how much of your portfolio to allocate to various investment...
- Aug 12, 2021
- 1 min
Everyone's Plan Is Different
Everyone’s goals for retirement are different. Maybe your dream is to travel the world; maybe it’s to live closer to your grandchildren....
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