As we age asking for help can be a challenging decision, especially when exploring options for housing and care in later years. Evaluating choices, determining costs, and reflecting on the ability to handle everyday tasks are questions few of us enjoy. What do you value about the way in which you currently live? What values […]
Please join us for a webinar with Dr. Mary McCall, a gerontologist and coach for individuals, couples and families who are navigating mid- and late-life issues from a values-based approach.
This 1 hour Zoom video call co-presented by Scott Henke of Onsite Computer Consulting focused on recognizing and avoiding fraudulent emails, websites, and advertisements, and tips for keeping your passwords memorable and secure.
DENVER, Colo. — April 18, 2022 – Steve Booren of Prosperion Financial Advisors was recently ranked No. 39 in Colorado in Forbes’ 2022 Best-In-State Wealth Advisors list. According to Forbes, the annual ranking spotlights the nation’s top-performing advisors, evaluated based on criteria* that includes industry experience, client retention and assets under management. View the […]
Late last week the senate passed and the President signed the CARES stimulus package designed to, among many things, curb the financial turmoil created in the wake of the Coronavirus. This $2.2 trillion, 800+ page legislation offers meaningful help to investors, business owners, and those directly impacted by layoffs or the virus. Using several sources […]
As I’m sure many of you are aware, this past week has been a difficult one for investors. The broad market indices have seen swift and dramatic drops, leaving many scared, confused, and upset.
Make no mistake; it is moments like these that define all of us as investors. Fear is an emotion, and one that can quickly snowball into an all-out panic. We’ve often said your behavior as an investor will ultimately have a far greater effect on your outcome than when or how you are invested. This is one such moment.
As financial advisors we’re constantly advocating for investors to maintain a long-term view. We consider it to be fundamental, not only as an example of good investor behavior, but as a way of minimizing the emotional toll of “riding the rollercoaster”.
But what does it mean to have a long-term perspective? How long is long enough?
Author & LPL Financial Advisor, Steve Booren, will host a conversation and book signing event at the Tattered Cover at Aspen Grove in Littleton.
As women we are no strangers to stress. We juggle countless plates, everyday, often at the same time. So we’ve created a workshop series by women, for women, built just for you.
David Morrison and Prosperion Financial Advisors were the title sponsor for the 2018 4GenNow Conference held at the CU Denver South Campus.
By Michelle Santaferro, organizing expert and owner of Organomics Like many during this time of year, you may have found certain documentation painful to retrieve and scattered in several locations. But there’s good news: you can create a system to quickly file and find anything you need financially. Let’s look at the steps you can […]
Are you drowning in data? How can you conquer the clutter? Join Michelle Santaferraro from Organomics for a workshop on organizing the chaos, simplifying the storage, and streamlining your system for dealing with paper.
The right move can make a huge difference in your Social Security and Medicare benefits. If you’re 60-65 and approaching retirement, you need to see this. Watch Tim Lenz speak on Social Security, followed by Dave Suplinski on Medicare.
Now that the ink has dried on tax reform, join us for an updated presentation with Jay K. Dahl, CPA. He’ll cover the unexpected items that did and did not make it into the final legislation.
Automation allows people and businesses to do more with less. Innovation applies new ideas to create better products, processes and outcomes. When the two collaborate over time, entire industries change.
