In terms of your finances, your preretirement earning years focus on the accumulation and growth of your money. You earn money from your job or business to pay for your current living expenses. You set some aside for emergencies and for future needs like college and retirement. Your goal is to accumulate as much as [...]
Archive | March, 2010
Jordan Dechtman:Create Plans Before You Become Incapacitated
Becoming increasingly dependent on others for the normal activities of daily life can be a harsh reality. It can be even harder to admit needing help. Creating a plan for how you, your family and your medical professionals will handle that possible scenario can alleviate misunderstanding and confusion when a crisis arises. Here are six [...]
CO Retirement Advisor: Using Careers to Prep. for Retiremnt
The current recession has some retirees considering at least a part-time job to supplement their portfolio drawdown. Many near-retirees have decided to continue working a few more years to allow their portfolios to recover from the market declines. The labor market, however, has put a monkey wrench into those admirable plans. With many Americans underemployed, [...]
Centennial, CO Financial Advisor Discuses the New CARD Act
Recently many people have asked me if we knew of a good tax preparer and the answer is ABSOLUTELY YES! If you have interest in getting some help with your tax return, please give me a call to discuss. Watch Your Credit Card’s Fine Print The Credit Card Accountability, Responsibility and Disclosure (CARD) Act’s final [...]
Denver Financial Advisor: Helping Your Kids with Big Buys
by Jordan Dechtman
If your children or grandchildren have turned the corner on thinking you know something (generally they learn in their 20s, but some get it earlier or later), they may be asking you for advice – or outright financial help – in purchasing their first home. And you may be asking yourself if they’re ready for [...]