Joel Schwartz is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association. Serving clients at Summit Wealth Management - Ameriprise Financial in Greenwood Village, CO and the surrounding communities.
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Long before Bernard Madoff was arrested and charged with securities fraud, many Americans would often be invited to free-lunch seminars to...
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For many, the phrase “retirement planning” has become limited to the planning done in the years leading up to retirement. When you consider...
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As you may have seen on this or other sites, April is Financial Literacy month. While some people go back and forth as to whether or not...
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Last Updated: February 28, 2011 For those thinking about retirement, choosing when to retire must be balanced with making sure you are able to...
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Camera, sunscreen, golf clubs, a good book — when it comes to vacation necessities do not forget to bring along your wise spending habits. They...
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Your credit score is one of the most important numbers in life. It ranks right up there with your Social Security number – except this one can...
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As more Baby Boomers approach their Golden Years they are faced with a plethora of challenges. Especially for those with greater resources, the...
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What is your most important asset? When asked this question, most people respond with their house, their 401(k), or the inheritance they hope...
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When we think of investments, we often forget that the best place to make an investment of money or time is in ourselves. So if you’re in a job...
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To get out of debt, track your spending. For one month, record where and how much money you spend wherever you go. By the end of the month, you...
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