6025 S Quebec Street, Suite 170, Centennial, CO 80111

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Archive | May, 2010

Centennial, CO Retirement Planner: Retirement Today

Couples may agree on the uncontrollable financial issues that will affect them most in retirement – primarily health care expenses, inflation risk to their savings and Social Security reductions – but fewer couples have completed retirement plans to help them address those risks, according to a 2009 study by Fidelity Investments. The study tested communication, [...]

Denver, CO Financial Advisor Discuses the New CLASS Act

Buried in the pages of the health care overhaul was an idea that Senator Edward M. Kennedy and his staff had been working on since 2003 – the Community Living Assistance Services and Support Act (CLASS Act), the nation’s first plan to help Americans who have no insurance for long-term care. On May 3, the [...]

Centenial Financial Advisor: Build a Financial Emergency Kit

Ever had a morning when you can’t find your car keys or your wallet? Now imagine that you’ve been told by a state police officer that you have 30 minutes to evacuate your home due to an impending disaster – such as the recent floods in Tennessee. Could you, in just half an hour, gather [...]

Denver Retirement Advisor: Why Workers Choose to Work Longer

When Sun Life Financial issued the results of its latest retirement attitudes survey late last year, the number of respondents who said they plan to work full-time past age 67 reached a new high of 28 percent – compared to 19 percent the prior year. The biggest reason was to earn enough money to maintain [...]