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Archive | July, 2011

Financial Information At Your Fingertips; How To Organize It

Weekly Commentary for July 25, 2011 In 2006, General Electric CEO Jeffrey Immelt did something that you wouldn’t have expected from someone making $15.5 million a year. He bounced a check.   That goes to show that no matter how much money you make, it’s the little things – in this case, forgetting or not [...]

Paying Off Debts or Increasing Your Nest Egg

Weekly Commentary for July 18, 2011 There is still much debate over what is more important when it comes to saving for retirement: steadily increasing your nest egg or paying off debts. One thing is for certain, you should pay off all your credit card debt before entering retirement to avoid continually paying high interest [...]

Denver Retirement Advisor: How to Prepare for Retirement

Weekly Commentary for July 11, 2011 The Transamerica Center for Retirement Studies recently conducted a survey that highlights how American workers are largely unprepared for retirement. The survey concluded that relatively few American workers have a backup plan in the event they are forced into early retirement. The survey found American workers estimated their median [...]

Denver Retirement Planner: Retire Because of Assets Not Age

Weekly Commentary for July 5, 2011 According to a recent study by the Bankers Life and Casualty Company Center for a Secure Retirement (CSR), 73 percent of the nation’s middle-income baby boomers believe their financial situation, not their age, will determine when they retire. Despite that shift in perspective from age to assets, most boomers [...]