man praying on top of mountain
, , ,

Improving Investor Behavior – Deciding on Enough!

At a party given by a billionaire on Shelter Island, the late Kurt Vonnegut informed his friend author Joseph Heller that their host, a hedge fund manager, had made more money in a single day than Heller had earned from his wildly popular…
box of chocolates
,

Many Americans Face a Bitter-Sweet Early Retirement. What Should They Do?

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…
Craft Brewery

Craft Beer & Why You Need a Financial Advisor

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…
Baseballs

It’s baseball season! What inning is your financial life in?

“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,…
Danny Kellogg
, ,

Why Am I Here?

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…
kids running

Five Moves To Get Your Kids On The Right Foot Financially

As parents, there’s so much we want our kids to learn: right from wrong, how to be confident, how to serve others—and how to be wise with their money. Regardless of our kids’ eventual career path, we hope they can attain financial security…
Downward arrow

How To Manage Your Finances Coming Out Of A Recession

Recessions have a way of making us second-guess all of our financial decisions. The uncertainty of future employment or the loss of savings in a financial downturn may cause some to doubt the validity of the basics of sound financial management. However,…
piggy bank

5 Important Actions To Take During Financial Literacy Month

Happy Financial Literacy Month! Financial literacy is the ability to understand your comprehensive financial situation and make effective, optimal decisions using all the financial resources you have available. Financial literacy is a lifelong…
Spring Flowers

Improving Investor Behavior: This Spring, Grow Your Garden and Your Finances

Spring puts me in a mood to organize the yard. It's nature's way of encouraging people to clean out the clutter and ready the garden for new growth. This approach is a good way to view your finances as well. Take a step back and look at your…
Open Sign
, ,

Improving Investor Behavior – Progress and Perspective

Headlines would have you believe COVID has left Americans in financial tatters, but when looking at the broad data, I can't make the same conclusion.   Make no mistake, COVID and the resulting restrictions have left a great many people…
Woman doing taxes
,

How Women Business Owners Can Save For Retirement And Reduce Taxes

Women are expected to live another 21 years after retiring at age 65––three years longer than their male counterparts. Despite this fact, women are shockingly ill-prepared for retirement, having fewer investments and less money saved on…
generic photo of puzzle pieces

What I Do & How I Help

Planning is a part of life. We plan our days, our years, our vacations, our careers…the list goes on. It’s easy to get so caught up in the day-to-day planning and focus only on what’s in front of us that we forget to do the most important…
pathway to 2021

It’s A New Year! Is It Time To Reevaluate Your Financial Plan?

A new year is often a time for fresh starts, intentional planning, and renewed motivation to conquer goals and accomplish things that are important to you. And after the year we just had, a fresh start is just what we need. As you transition…
Citrus fruit in a grocery aisle
,

Improving Investor Behavior: Understanding inflation, the cancer of retirement planning (Part 1)

One of the greatest challenges to retirees and investors alike is inflation. Not only is this principle often forgotten, but rarely understood. So let's discuss inflation: what it is, where it's been, and where it might be going in the future. How can you as an investor combat inflation over long periods of time, helping to ensure that the purchasing power of your money remains unchanged for years to come?
Marquis displaying "The World is Temporarily Closed"

Improving Investor Behavior – Hindsight in 2020

They say hindsight is 20/20, and as we make the year 2020 hindsight, it's a good time to reflect. What did we learn? What surprised us? How can we use our past to make our future bigger and better? It was former Secretary of Defense Donald…