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Tag Archives: Roth IRA
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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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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IS AMERICA PREPARED TO RETIRE? Two-thirds of us have no financial plan. provided by Craig Swan 64% of Americans have no financial strategy at all. That’s right – no plan whatsoever to build wealth or keep it. That finding comes from … Continue reading
Posted in Common Sense with Craig
Tagged Advisor, Asset Allocation, Colorado, colorado springs, Financial Advisor, investing, Planning, Retirement, Roth IRA, saving, Trust, value based planning
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Are You Aligned?
With starting a New Year, please check out my video and make sure your values are aligned with where you are spending your time and money!
Posted in Common Sense with Craig
Tagged Colorado, colorado springs, financial, investing, IRA, Planning, Retirement, Roth IRA, saving
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End-of-the-Year Money Moves
End-of-the-Year Money Moves Here are some things you might want to do before saying goodbye to 2013. Provided by Craig Swan What has changed for you in 2013? Did you start a new job – or leave a job behind? Did … Continue reading
Posted in Common Sense with Craig
Tagged Asset Allocation, Colorado, colorado springs, Estate Planning, financial, investing, IRA, Planning, Roth IRA
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How Impatience Hurts Retirement Saving
How Impatience Hurts Retirement Saving Keep calm & carry on – it may be good for your portfolio. Provided by Craig Swan Why do so many retirement savers underperform the market? From 1993-2012, the S&P 500 achieved a (compound) annual … Continue reading
Posted in Common Sense with Craig
Tagged Colorado, colorado springs, financial, investing, IRA, Planning, Retirement, Roth IRA, saving
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A Roth IRA’s Many Benefits
A Roth IRA’s Many Benefits Provided by Craig Swan The IRA that changed the whole retirement savings perspective. Since the Roth IRA was introduced in 1998, its popularity has soared. It has become a fixture in many retirement planning strategies, because … Continue reading
Posted in Common Sense with Craig
Tagged Colorado, colorado springs, investing, IRA, Planning, Retirement, Roth IRA
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Common Sense with Craig 