Money : Financial Planning

A New CD in Town

Greg W. Anderson CEA

Who would have ever thought a bank certificate of deposit would merit an entire article…they are common as an old shoe, a bank product that a lot of retired folks have used for generations....


A New CD in Town

Greg W. Anderson

Who would have ever thought a bank certificate of deposit would merit an entire article…they are a pretty boring, common as an old shoe, item that a lot of retired folks have used for...


How Fixed Annuities May Be the Solution to Your Retirement Needs

Senior Tax advisory Group, Inc.

In the quest to create wealth, many savers have struggled with how to buy low and sell high… and have even found themselves doing just the opposite.   If the expression -- ‘if...


Effective Financial Planning For Any Economy

Darian Andreson, President of Senior Tax Advisory Group

Effective financial planning is always a goal for everyone.   After all, who wants to either lose any of their hard-earned money and/or pay more than what is required by law to the IRS every...


Living Longer – A Blessing or a Curse

Linda Jaikes

Did you know that the longer you live–THE longer you live! According to the Trans-actions of the Society of Actuaries, with a couple at the age of 65, one of them will have a 50% chance of...


Effective Financial Planning For Any Economy

Darian Andreson

 Effective financial planning is always a goal for everyone.   After all, who wants to either lose any of their hard-earned money and/or pay more than what is required by law to ...


Our Financial Industry Is Stacked Against Retirees

Linda F Jaikes

   Are you approaching retirement or already in it? Has the stock market got you worried that you could outlive your nest egg? Stop worrying! It’s not too late to do something. ...


When to Hire a Financial Planner

Jenny Ilig, CSA, MBA of Money Matters LLC

Taming the paper tiger of day to day household finances is a chore that many people find daunting, regardless of age.  For many seniors and their families, it can be particularly challenging,...


Colorado’s New Offer to You for Covering the Long-term Care Risk

Greg W. Anderson

Howdy Partner – Colorado’s New Offer to You for Covering the Long-term Care Risk   In 2009 Colorado took a very bold step and enacted a new law creating the Partnership Program. Thi...


A Relationship of Trust - Financial Planning

Kevin Dunnigan

Your doctor, lawyer and accountant are trusted advisors.   Over the years of working with them, they have come to know your family and your needs.   The same should be true for...