I’m a Retirement Planner: 1 Money Move I Recommend to My High-Net Worth Clients That You Can Use, Too
What sets high-net-worth individuals apart when planning for retirement? It's not fancy investments or exclusive strategies - ...
I’m a Retirement Planner: 6 Things You Shouldn’t Do at the Start of the New Year
January is the perfect time to make some financial moves, like rebalancing your portfolio or making sure you're getting the ...
5 financial advisers share their personal money resolutions for 2025 – and they’re not what you’d expect
Certified Financial Planner (CFP) Shashin Shah, Managing Director at SFMG Wealth Advisors, noted that his main financial ...
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Tom Andrews goes from financial planner to BBL finals
The allrounder played a match-winning role against Perth Scorchers having expected his professional career to be over ...
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Avoid Quitter’s Day: Local financial planner shares his tips and tricks
GRAND JUNCTION, Colo. (KKCO) -The second Friday of January is Quitter’s Day, when most people quit their New Year’s resolutions. According to Grand Junction financial planner, Matt Schuller, this is ...
Millennials and Gen X want to share wealth now. Boomers will wait until they're dead.
A survey of wealthy Americans by Charles Schwab reveals a fascinating generational divide over how, and when, we leave money to our heirs.
7 Banking Mistakes To Avoid If You Have a Side Gig
While many Americans are relying on side hustles to get by, it's pivotal that you avoid certain banking mistakes if you want ...
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Local financial planner’s tips and trick to meeting 2025 financial goals
According to Grand Junction financial planner, Matt Schuller, this is the perfect time to start dialing into retirement ...
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Preparing clients for natural disasters and other emergencies
Advisors say it's important to help clients plan ahead of time in order to survive and ultimately rebuild after an emergency.
When can Max, 54, and Erica, 42, leave their high-stress jobs and work part time instead?
They also want to buy a roomier house, which would entail borrowing, buy a second investment property, and provide for their ...
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MONEY TALKS: Taxpayer Bill of Rights
Certified financial planner, Chad Olivier, discusses the ten key rights every tax payer should know. Welcome to Money Talks, our weekly segment where Chad shares knowledge he’s accumulated ...