Last week at an industry luncheon I learned an alarming statistic. In Colorado, nearly one million workers do not have access to a retirement savings plan through their employer. Seriously?! Fortunately, the state of Colorado took notice and then action. The number of workers without access to a retirement savings plan in Colorado is about […]
Have you ever ignored doing something you knew that you should do? What “something” immediately came to mind when I asked that question? Its OK. We all do it. Maybe that something you’re ignoring is uncomfortable to face, maybe it’s boring, maybe you don’t fully understand what it is you must do or maybe you […]
Congratulations! If you’re reading this article you’ve likely been offered some form of equity compensation. Perhaps as a new employee, business partner, or the like. While this compensation isn’t as straightforward as a simple number on a check, they can be equally, if not more, lucrative. Early in our careers our compensation packages are usually […]
He was sitting on a bus stop bench outside a tranquil park, wearing a khaki suit, checkered blue shirt and sneakers. A plain white box rested on his lap when he greeted a stranger and offered her a chocolate saying, “My Mama always said life was like a box of chocolates…you never know what you gonna get”. What a simple, insightful thought. Forrest Gump is one of my favorite […]
On sunny afternoons, my wife and I enjoy finding a patio at a local brewery to enjoy a cold beverage and play card games. Our favorite spot is Living The Dream Brewing in Highlands Ranch (Drink Local!). When there, I suggest trying one of their well-balanced IPAs, a smooth vanilla cream ale or one of […]
“Every day is a new opportunity. You can build on yesterday’s success or put its failures behind and start over again. That’s the way life is, with a new game every day, and that’s the way baseball is.” – Bob Feller Bob Feller, a Hall of Fame pitcher, made his Major League debut at the […]
Why am I here? Well, there’s an existential question for reflection. I pose this question not to discuss the meaning of our lives, but instead to share why I chose to join Prosperion Financial Advisors and build a practice as an independent financial advisor. At the heart of the answer to this question, why am I here, are two things: People […]
The SECURE Act 2.0 Proposes Several Changes to How Americans Save for RetirementMarch 17, 2023 - 1:20 pmThe SECURE 2.0 Act aims to expand retirement savings options for Americans. It includes provisions such as increasing the age for required minimum distributions, allowing long-term, part-time employees to participate in 401(k) plans, and creating a new type of retirement account known as a “pooled employer plan,” which would allow small businesses to join together […]
