6494 S Quebec St • Centennial, CO 80111


Fee Based Financial Advisor In Centennial

Does Your Investment Advisor in Centennial Recommend Annuitization?

Annuitization is not a concept that comes up very much. It doesn’t make cool cocktail party conversation like stocks and…
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Fee Only Financial Advisor In Centennial

What to Do with Your Inheritance

The fairy tale story goes that your rich uncle dies and leaves you an incredible fortune. But it doesn’t have…
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financial advisor cost dtc

Why You Should Know Your Net Worth

Most people don’t begin to focus on their net worth until retirement gets close. But, as an essential indicator of financial health,…
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Advice from an Investment Advisor in Centennial – Before You Buy an Annuity

Annuities seem like a great idea in these uncertain times for more predictability and financial security. As investments, annuities are…
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Economic Mobility During Our Lifetime

With only 58 days until the election, we are off to the races. With very few exceptions, the message of…
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Conversations with Aging Parents

Ten thousand Americans have their 65th birthday every day. With healthier lifestyles and the recent advances in modern medicine, people…
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Life Insurance – Do You Need More Than One Type of Policy?

Life insurance remains a flexible and versatile financial asset. Unfortunately, with many different options, finding the most suitable policy seems…
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Estate Planning – Wills Versus Trusts

Estate planning combines financial and legal elements that consider you and your loved ones now and after you die. With…
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Excerpt from August 2020 GreenStar Newsletter. Sign up here. Yesterday (August 4), the price of gold hit an all-time record…
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High-Income Earner Tax Reduction Strategies

Higher-income earners pay a significantly higher percentage of their income to the IRS than lower-wage earners. If your work or…
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Retirement Income Planning in Denver

Denver is paradise for retirees. The four seasons offer outdoor options for entertainment for healthy activities all year. Your retirement…
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Retirement Planning in Your 50s

As you reach the peak of your career and get closer to retirement in Denver, planning strategies shift. You’ve worked…
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The Art of Portfolio Management

The lure of the stock market prompts images of luxury vehicles, fancy houses, and big money. Yet mostly investors fall…
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Working with a Fee-Only Financial Planner – The Pros and Cons

There’s more than one way to get financial advice. But you pay for it one way or another. Here are…
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Retirement Planning Mysteries

You’ve heard how important retirement planning is. And you know you should really get serious about it. You’ve got a…
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Cuba: Travel Tips (Part 3 of 3)

There are plenty of other websites out there giving you advice on traveling to Cuba. I’ll share my own two…
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Cuba: Travels through a Closing Door (Part 2 of 3)

The time leading up to our trip to Cuba was full of uncertainty. I felt like I was slowly marching…
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Cuba: Introduction (Part 1 of 3)

In the week that we’ve been back from Cuba, I’ve had a difficult time answering, “How was it?” There are…
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Where the Jobs Come From

Every election in my adulthood has been about jobs and which candidate can deliver the most jobs. At least, it…
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The Sun Setting on the British Empire

In the previous article we observed that if the concern is that empires last only around 200 years, America is…
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The Life Expectancy of Empires

From time to time, people will reference how empires usually last around 200 years and thus infer that America has…
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The False Peaks of the Economy

Those of you who know me, know that I love to climb mountains. In Colorado there are 53 peaks above…
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Optimism in the Face of an “Overvalued Market”

Back in April 2016, the market became the 2nd longest bull market in history. The market continues to march upward…
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You Can’t Make Chicken Soup out of Chicken Poop

Unfortunately, this is sometimes the line I find myself telling people in poor financial shape. If someone is at the…
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Creating your Own Luck

Last night I had a meeting with some very long time clients of mine. Over the years our families have…
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Open Your Eyes: A List of Exciting Things

I’m an arduous follower of developments in technology […]

Economic Tourniquet #4

Marty Allen once wrote, “A study of economics reveals […]

Everyone Owns the Riskiest Asset Known to Humankind

There’s one asset that I’ve personally seen cause people […]

Two Choices – You’ve already Picked One, Is it the One You Want?

Over the weekend a friend of mine asked me about the impending “Fiscal Cliff”. For those who fancy themselves news…
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How does this Recession Compare to other Recessions?

If you are a chart-aficionado like me, then you’ll love Josh Lehner’s article showing how the Great Recession (or The…
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In Today’s Market, What’s a Baby Boomer To Do?

The year 2011 brought the first wave of Baby Boomers turning 65. Every single day in America there are 10,000…
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