303-378-1558
Barbara:
303-850-7308(B)
303-618-4982(C)
A financial crisis can strike when least expected, so it’s important to have a sufficient emergency fund. This article offers some suggestions to help increase a fund before it’s needed.
This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
How Long Will Your Funds Last?
A balance sheet summarizes your assets and liabilities and reveals your net worth.