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4 Life Lessons I Learned on the Colorado Trail Thumbnail

4 Life Lessons I Learned on the Colorado Trail

Beyond appreciating the amazing scenery and sense of accomplishment, this experience was full of insights that I believe can inform not only our life journeys, but our financial journeys as well. Here are four life lessons I’ve brought back from the trail.

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We’re Never Too Busy to Help Someone You Care About Thumbnail

We’re Never Too Busy to Help Someone You Care About

What are the most important things in your life? I bet you’ll quickly say family or maybe health or a sense of purpose. Money likely doesn’t top the list for most people, but its importance should not be underestimated; after all, money affects every part of your life and can give you the security and stability that positively impacts the things that matter most. But because of its far-reaching impact, managing money often leads to stress and worry. That’s why a financial advisor plays one of the most prominent roles in a person’s life, forming a long-lasting relationship and providing objective counsel.

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Why Financial Self-Care Is Vital to Your Family (+ a Free Checklist) Thumbnail

Why Financial Self-Care Is Vital to Your Family (+ a Free Checklist)

I recently read a study that said a nurse’s concern for the welfare of others isn’t just professional. Nurses constantly put their families’ needs above their own—including when it comes to money. The study found that many nurses are taken aback when they are encouraged to fund their retirement accounts before spending money on their kids and grandkids.

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Why I Became A Financial Advisor  Thumbnail

Why I Became A Financial Advisor

Life is unpredictable, is it not? But just because we don’t always know what’s around the corner doesn’t mean we can’t prepare for an unexpected future. Trust me, I’m telling you this from personal experience!

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How Nurses In Denver Can Catch Up For Retirement In A Hurry Thumbnail

How Nurses In Denver Can Catch Up For Retirement In A Hurry

Are you approaching retirement but worried you aren’t meeting your savings goals? If so, you’re not alone. Over the course of their careers, many nurses find themselves balancing student loan repayment with saving for the future, often sacrificing retirement savings to pay the student loan bills that arrive in the mailbox (or inbox) every month.

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How To Maximize Your HCA Benefits To Retire Early Thumbnail

How To Maximize Your HCA Benefits To Retire Early

Are you considering retiring early? With everything that healthcare workers have had to deal with this past year, we don’t blame you if you’re wondering about what it takes to retire sooner rather than later. The good news is, you’re not alone. According to one study, more than half of Americans plan to retire before the age of 65.

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