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September 3, 2018

Three views on financial planning

…diversified mutual or index fund investments The top piece of advice offered by Scott Brewster, MBA, CFP, EA, is “After setting up a cash reserve and emergency funds, structure a…

June 14, 2015

Online fitness for heart health, a “dementia farm” – and more from the week online

…senior financial security. In conference terms, that means Social Security, savings and investments, and pensions – in other words, retirement financial security. What about work? That’s the question’s Betsy…

October 1, 2018

Advance planning for your online life

…and beyond. When my grandpa passed away in February, he didn’t leave a ‘will’ or any information related to his important documents or online investments and accounts. All we had…

October 8, 2012

So, Marketwatch, When Is the Best Time to Retire?

investments” “If you retire prior or during a down market, you stand a good chance of running out of money. They call this, in some circles, the sequence of return…

February 18, 2013

6 Easy Online Tax Help Resources

…multiple tax deductions, investments and rental properties) are available for a fee. The site walks you through the process, step by step, asking a myriad questions to help you take…

March 16, 2017

How to Get Better Interest Rates Online

…$54.06, up 12%,” but don’t let that scare you. True, it specializes in financial news on national and international stock markets, investments and earnings—perfect for a sophisticated investor. Among the…

October 21, 2019

Senior Planet Center’s Grand Opening in Denver Ushers in a New Era for Older Adults in Colorado

…largest single investments to date with a gift of over $2 million over the course of three years. Senior Planet programs and membership is available at no cost to people…

03/09/2019 | 12:00pm1:30pm

Asset Allocation

Get guidance on the right mix of stocks, bonds, and other investments….