Fee-only financial planning and investment advice in Montrose, CO (and online)
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By Justin Pritchard, CFP®, an online 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 Pros and Cons of Working With a Financial Planner Online →
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You’re relatively on-track financially, but you’ve experienced losses with recent market movements, and you’re concerned. This is for you. We’ll discuss: What is going on with the markets? What …
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As you begin to imagine life without a day job, you may wonder if your age matters when it comes to picking a retirement date. You've probably heard numbers tossed around, so how important are those …
Continue Reading about What Is the Retirement Age (or Is There One)? →
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By Justin Pritchard, CFP® Note: This is a long article! If you'd rather hear me talk through this information, click here for a YouTube video (audio only, so you can listen while you're doing other …
Continue Reading about Do You Get Your Principal Back From an Annuity? It Depends →
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Signing up for your 401(k) can seem intimidating, but it’s probably not the hardest thing you’ll do this month. The most important thing for now is to get it done so you can begin accumulating …
Continue Reading about How to Sign Up for Your 401(k) Plan →
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By Justin Pritchard, CFP® If you have multiple retirement accounts, you can often move money between them without tax consequences, and you might want to combine accounts for several reasons. The …
Continue Reading about Can (And Should) You Roll an IRA Into a 401(k)? →
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