Stephen Brubaker is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Exit & Retirement Strategies, Inc. in Centennial, CO and the surrounding communities.
There are many factors to creating a stable, secure, and sustainable1 retirement income plan. One of the more important factors in retirement...
Read More >
Part II: Basic Documents: the WillAlthough there are many complex estate planning strategies, it is often the simplest items that are...
Read More >
This blog will continue the theme of how much you should be saving each year in order to meet the future goals that you have for yourself and...
Read More >
A lot has been written recently about the lottery. There’s a direct correlation between articles written about the lottery and the size of the...
Read More >
I first met with Steven and Janice (names changed) a few years ago. They had always saved somewhere around 5% of their salary, but at times...
Read More >
The past 12 months perfectly captured the proverbial roller coaster of the stock market. It went up and down, it zigged and it zagged, and it...
Read More >
You may have joined—or are about to join—the ranks of the unemployed. Now what?Early key moves and decisions can make the difference between...
Read More >
Even with recent revisions to the Federal Estate Tax System, many people are still rightfully concerned over costs when their assets pass to...
Read More >
When thinking about one’s estate and the planning that goes along with it- many times we only think of the tangible assets. We consider the...
Read More >
