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Branching out: CPAs venture into financial planning, wealth management

It took a depressed economy to convince some accountants to spread their financial planning wings. Continue Reading Branching out: CPAs venture into financial planning, wealth management

Tax plans not a sure bet heading into 2013

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Financial planning this year feels more like betting a wild card than a sure thing. Continue Reading Tax plans not a sure bet heading into 2013

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Recommendations for retirement planning

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Longevity is one of the biggest risks of retirement — and life expectancy is steadily increasing. By age 75, life expectancy increases to 86.9 years for females and 84.6 years for males. Ironically, people with a higher life expectancy tend to be pessimistic and think they will die young. “You may live 20 to 40… Continue Reading Recommendations for retirement planning

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Back to the basics for investing

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No easy path to long-term financial success For a few wild, delirious years, investing seemed glamorous and easy. One merely had to dabble absentmindedly in equities, snapping up the latest hottest stocks like so many baubles in a jewelry store, and then sit back and count the glittery profits. But reality has checked into the… Continue Reading Back to the basics for investing

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Despite advances in gender equality in the work force and in education, the gender gap in financial literacy and planning remains. Women lag men in saving, investing and retirement planning. Nearly one-third of women, surveyed last year by Transamerica Center for Retirement Studies, did not start saving for retirement until age 40 or later. And… Continue Reading Gender gap alive, but not well, in financial literacy, planning

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Well, 2009 is yet another year that I’ve been shut out of the Colorado Springs Business Journal “Best of” awards in the financial industry categories. The votes again went to the big guys. But I have something they don’t have — a staff member with a plaque from the impressive sounding “Consumer’s Research Council of… Continue Reading 2009 top dog in financial planning

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About 19 percent of the U.S. population has some type of disability, according to the Census Bureau. Of adults — ages 21 to 64 — with disabilities, only 46 percent are employed, compared to 84 percent of adults without disabilities. Many people have children, family members or loved ones who are disabled and need financial… Continue Reading Disability financial planning takes extra thought, care

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Active investing strategies I use

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I recently taught an investments class to some talented students at Colorado College. I was a bit concerned that I might go overboard in suggesting passive investing but, surprisingly, the students pointed out just the opposite. Here are the four ways they claim I’m an active investor. Rebalancing – Passive investing implies “buy and hold.”… Continue Reading Active investing strategies I use

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