Fee-only CFP® practitioner (also @ApproachFP). Retirement planning enthusiast.
Montrose, CO
Joined November 2011
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‘I lost over 21% in 2022.’ Shouldn’t my adviser have had a plan to manage risk at my age? marketwatch.com/picks/i-lost…
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Some retirees are returning to work. What's behind that? There are several good reasons. @LGers explains: kiplinger.com/retirement/604…
What does inflation actually mean for your savings (and let's review the Rule of 72)? I enjoyed sharing ideas for this MarketWatch article: marketwatch.com/picks/you-ju…
Have you heard of flat-fee financial advice? This article from @grilloinvest describes the concept and lists a variety of sources for financial advice depending on your preferences: saragrillo.com/2022/03/14/fl…
All great advice, and only thing I'd add: Get a new helmet if it's been a few years since your last one (or if you've crashed on yours). Technology keeps getting better
I'm divulging an event that could have been very bad.
I had a scary bike accident this weekend.
I'm sharing to make two points...
ALWAYS WEAR A BIKE HELMET.
ALWAYS KEEP YOUR AFFAIRS IN ORDER.
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I enjoyed sharing ideas for this timely article. There are a variety of ways to address inflation in your investing. For me, minor adjustments make sense, and trying to completely outsmart inflation over the short term is harder than it would seem.
marketwatch.com/picks/u-s-in…
For Giving Tuesday, remember that it's ✨easy✨ to get a deduction—without itemizing—for qualifying charitable donations in 2021.
Up to $300 if you're single or $600 for households that are married filing jointly. Verify with your CPA.
irs.gov/newsroom/year-end-gi…
For National Estate Planning Awareness Week, here’s your reminder that estate planning is NOT just about what happens after you die. You might also save yourself and loved ones a lot of heartache by arranging for a POA, medical directives, and trusts.
fidelity.com/life-events/est…
Time and flexibility are two of the most precious assets. And investing for the future (while it can't buy happiness) might help buy a little bit more of those two
Have you thought about accelerating retirement due to COVID? Whether it's a renewed appreciation that life is short, or work is just less enjoyable, leaving the world of work may be more appealing than ever. Make a plan to see if it'll work cnbc.com/2021/05/09/the-pand… from @katedore
The Department of Labor wants to help you avoid problems with your retirement savings. Specifically, they urge you to research financial advisors carefully before working with anybody, and they created a short list of questions to help you get started. dol.gov/agencies/ebsa/about-…
You don't look a day over 30👵, of course, but it may make sense to watch out for your loved ones. I recently completed AARP's BankSafe training, and the stories are always painful.
Get a refresher on 60+ common financial exploitation scams: aarp.org/money/scams-fraud.h…
Yes! Instead of answering the question they ask, answer a different one. Mother's maiden name? Enter your favorite food or drink
xitter.gq/MegBartelt/status/1379…
Seems like an appropriate refresher as people prepare to get out and about more: thebalance.com/lost-debit-ca…
@AnthemBCBS you are not charging premiums to [let's just say "many more than one"] customers. I know... "We want to help," but contacting you has yielded nothing, so would it be possible to do more than just reply to a tweet, pretty please? Spread the word?
How to navigate the world of sustainable investing ratings cnb.cx/3rGF4Af
Need some reading to spruce up your finances? I've enjoyed the first two here, and will have to check out the other two: 4 Best Personal Finance Books To Start The New Year Off Right adventurousadulting.com/2020… from @AdventurAdultin
If you're planning to retire soon, these steps can help you make a smooth transition: thebalance.com/how-to-retire…
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