Justin Pritchard, CFP® (@ApproachFP) header
Justin Pritchard, CFP® (@ApproachFP) profile picture

Retirement plans, fee-only financial planning, & investment advice. A Colorado Registered Investment Advsiory firm. No commissions. Tweets aren't endorsements

Montrose, CO and Nationwide
Joined April 2017
Approach Financial is thrilled to announce that we are one of the financial advisory firms that @AARP has recognized with the #BankSafe Trained Seal for the steps we have taken to help stop financial exploitation. Learn more: aarp.org/banksafe
What is sustainable investing? Also known as environmental, social, and governance (ESG) or SRI, these strategies attempt to direct your money toward investments that are good for the world🌎 . I recently completed a program through Morningstar, and it was an excellent offering
You'll naturally have a lot of questions as you approach retirement. This video covers some of the biggies, and might even uncover some areas in your plan that need extra attention. Please let me know what questions you wish were included: youtu.be/YZqxCwf2X_o
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November is LTC Awareness Month, so take the first step toward making a plan for yourself and/or loved ones. It's much easier to get your ducks in a row when you're not scrambling to find care for somebody. See my interview with an LTC specialist: youtu.be/J8HKhRFwzEE
Get ideas on the most important retirement topics, and make sure you know the answers to these 12 questions: approachfp.com/retirement-qu…
We made some #singletrack. COPMOBA volunteers and Bureau of Land Management staff knocked it out quickly, and Bill got to ride it first. No need to get on the pavement (for this stretch) anymore! #MontroseCO
If you haven't looked into refinancing, it could make sense to do so. Before you move forward, figure out how much total interest you'll pay over the life of your loan. Even if you get a lower rate and a lower monthly payment, you might end up spending more on interest
2 Charts in 6 Minutes: Feeling anxious? That's normal, and a chart might not help. But a small dose of optimism never hurts: vimeo.com/396721372
Is this thing on? Thank you @XYPlanning, @newsfromIN, and @acketyack for a great time in St. Louis!
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Great talk with a WSJ reporter, and I like where she took the story about millennials' financial progress (or anxiety about the lack thereof), various money tips, and big picture stuff: wsj.com/articles/buried-in-s… Julia Carpenter.
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@queerfinancier talking about important questions for practitioners at #FTAConf2019. With @pax_planning and other smart people
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What does the FInancial Therapy Association’s certification include? All this stuff: #FTAConf2019
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“But investing isn’t about beating others at their game. It’s about controlling yourself at your own game.” -Benjamin Graham
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Tips for saving inspired by America Saves Week @AmericaSaves. Bump up your savings, see if you can save for last year, and make a small improvement today. Carry the momentum through the rest of the year! youtu.be/xg0v_CDqG_A
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Seems like there's a relationship between risk and movement. Should probably also mention, past performance doesn't guarantee the future