Fee-only financial planning and investment advice in Montrose, CO (and online)
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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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When you participate in a retirement plan at your job, you might have a vested balance (and several other balances) in your retirement account. Those different “buckets” of money are typically a …
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By Justin Pritchard, CFP®, a financial advisor serving clients nationwide. Clients can work on a one-time or ongoing basis, and services include investment management, retirement planning, and …
Continue Reading about Investment Personality: Profile of a Moderate Investor →
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If you got a late start—or you’re just starting over—you can build up retirement savings relatively quickly. The exact amount you can save in 15 or 20 years depends on several factors, but it’s …
Continue Reading about Can You Save Enough for Retirement in 15 Years? →
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