Fee-only financial planning and investment advice in Montrose, CO (and online)
By Justin Pritchard, CFP® When working with a financial advisor, there are several ways you can pay for the advice you receive. Ideally, your advisor will clearly explain how they receive …
Continue Reading about What Is an AUM Fee, and Does it Make Sense to Pay? →
By Justin Pritchard, CFP® While there may be some perks of living in a dual-income household, plenty of single people retire comfortably (and thrive). The math and retirement planning tools are the …
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By Justin Pritchard, CFP® Whether you’re already in Colorado or you’re considering relocating, it’s no secret that Colorado is a nice place to retire. The mountains are an obvious attraction, and …
Continue Reading about How Much Do You Need to Retire in Colorado? →
By Justin Pritchard, CFP® Index funds are popular investments—and for good reason. But there’s some confusion about what index funds do and the level of risk you take when using these …
By Justin Pritchard, CFP® You've done a good job of saving money, but nobody ever explained the process of taking money out of a 401(k). If you're like most people, the priority has been adding …
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 →
