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Tag Archives: Financial Advisor
How Much Will You Spend When You Retire?
Will you have enough money to make ends meet? Provided by Craig Swan You may have heard that people spend less once they are retired. Statistically, that is true. The question is whether a retiree has enough income to meet … Continue reading
Posted in Common Sense with Craig
Tagged Colorado, colorado springs, Dave Ramsey, Financial Advisor, investment, Smart Vestor
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Social Security: Myths vs. Facts
Dispelling some Misperceptions about the Program. Provided by: Craig Swan Some myths & misperceptions keep circulating about Social Security. These are worth dispelling, as more and more baby boomers are becoming eligible for their retirement benefits. Myth #1: Social Security … Continue reading
Posted in Common Sense with Craig
Tagged Colorado, colorado springs, Dave Ramsey, ELP, Financial Advisor, Financial Planning, Smart Vestor
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Money Habits That May Help You Become Wealthier- Financially speaking, what do some households do right?
Provided by Craig Swan Why do some households tread water financially while others make progress? Does it come down to habits? Sometimes the difference starts there. A household that prioritizes paying itself first may end up in much better financial … Continue reading
Posted in Common Sense with Craig
Tagged Colorado, colorado springs, Dave Ramsey, Financial Advisor, Financial ELP, Financial Planner, IRA, Roth IRA, Swan Wealth
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Reducing the Risk of Outliving Your Money
What steps might help you sustain and grow your retirement savings? Provided by Craig Swan “What is your greatest retirement fear?” If you ask retirees that question, “outliving my money” may likely be one of the top answers. Retirees and … Continue reading
Posted in Common Sense with Craig
Tagged Advisor, Asset Allocation, Colorado, colorado springs, Dave Ramsey, ELP, Financial Advisor, Financial Planner, Financial Planning, investing, IRA, Money, Planning, Retirement, Roth IRA, saving
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Making & Keeping Financial New Year’s Resolutions
What you might do (or do differently) in the months ahead? Provided by Craig Swan How will your money habits change in 2016? What decisions or behaviors might help your personal finances, your retirement prospects, or your net worth? Each … Continue reading
Posted in Common Sense with Craig
Tagged Colorado, colorado springs, Dave Ramsey, Diversify, economy, Finanacial Planning, Finances, Financial Advisor, Financial ELP, Financial Planner, Money, Planning, Retirement
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Teaching Your Heirs to Value Your Wealth
Values can help determine goals & a clear purpose. Provided by Craig Swan Some millionaires are reluctant to talk to their kids about family wealth. Perhaps they are afraid what their heirs may do with it. In a 2015 CNBC … Continue reading
Posted in Common Sense with Craig
Tagged Advisor, Baby Steps, Colorado, colorado springs, Dave Ramsey, Diversify, economy, Finanacial Planning, financial, Financial Advisor, Retirement, Roth IRA
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Investing in Agreement With Your Beliefs
The case for aligning your portfolio with your outlook & worldview. Provided by Craig Swan Do your investment choices reflect your outlook? Are they in agreement with your values? These questions may seem rather deep when it comes to deciding … Continue reading
Posted in Common Sense with Craig
Tagged Colorado, colorado springs, Dave Ramsey, Diversify, Finances, Financial Advisor, Financial Planning, investing, Planning, Roth IRA, savings, Swan Wealth
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The Psychology of Saving
How many households have the right outlook to build wealth? Provided by Craig Swan Why do some households save more than others? Building household savings may depend not only on cash flow, but also on psychology. With the right outlook, saving … Continue reading
Posted in Common Sense with Craig
Tagged Advisor, Asset Allocation, Baby Steps, Broncos, CO, colorado springs, Dave Ramsey, Denver, Diversify, economy, education, ELP, Finanacial Planning, Financial Advisor, Financial Planner, Invest, IRA
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Diversification, Patience and Consistency
Three important factors when it comes to your financial life. Provided by Craig Swan Regardless of how the markets may perform, conside r making the following part of your investment philosophy: Diversification. The saying “don’t put all your eggs in … Continue reading
Posted in Common Sense with Craig
Tagged Advisor, Asset Allocation, CO, Colorado, colorado springs, Dave Ramsey, Diversify, DIY, finance, Financial Advisor, Financial Planning, fiscal cliff, Invest, investing, Money
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Your Annual Financial To-Do-List
Your Annual Financial To-Do List Things you can do before & for 2015. Provided by Craig Swan What financial, business or life priorities do you need to address for 2015? Now is a good time to think about the investing, … Continue reading
Posted in Common Sense with Craig
Tagged Colorado, colorado springs, Dave Ramsey, ELP, Financial Advisor, Financial Planning, Investment ELP
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Common Sense with Craig 