Fee-only financial planning and investment advice in Montrose, CO (and online)
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By Justin Pritchard, CFP® When you leave your job, you’re off the payroll system, and you no longer get a steady income. But you may have retirement savings, and you might get income from sources …
Continue Reading about 3 Approaches to Retirement Cash Flow →
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By Justin Pritchard, CFP® It’s hard to pin down exactly how much people have in retirement savings. The answers sometimes ignore assets that are held in certain types of retirement accounts, and …
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If divorce is on the horizon, your financial life may soon change. While many financial tasks are universal, some topics seem to be more applicable to women. Especially for those coming from …
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By Justin Pritchard, CFP® Sometimes things don’t work out, and sometimes things change. That’s okay. When your financial advisor no longer satisfies your needs, it’s relatively easy to switch. But …
Continue Reading about How and When to Change Your Financial Advisor →
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By Justin Pritchard, CFP® Beginning retirement with no debt might sound appealing. After all, you’re on a fixed income, and it’s unlikely that you’ll go back to work and start earning an income in …
Continue Reading about Should You Pay off Your Mortgage From Your Retirement Savings? →
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By Justin Pritchard, CFP® Your investment providers create investment statements monthly or quarterly. Whether you get those statements online or by paper, it’s smart to review that information to …
Continue Reading about How to Read Your Investment Statements →
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