Specializing in financial and tax planning, risk and portfolio management.
How long does it take for you to go from feeling like a champion investor to feeling beat up and wondering if you’ll ever make money again in the stock market? For most of us, it took just a few minutes as the stock market opened lower in the US the week of …
[Read more...] about Five Techniques To Handle Market Turmoil
As a parent of three children, one of whom has Down syndrome, there are many times that I feel like a piece of taffy in a candy factory – pulled every which way and stretched as far as possible. And let me tell you, when I feel that way, it’s unlikely I am as …
Imagine that someone wants to give you $100,000. They want to do it. You don’t have to ask, and you don’t have to lay out a sales pitch in a PowerPoint presentation. To get the money, you have one easy task. You get a simple, easy-to-find, fairly standard …
Last month, I spoke at the National Down Syndrome Society’s adult conference in Detroit to a room of parents with adult children with Down syndrome. Some families were still figuring out how to navigate SSI, Medicaid and their estate plans but most had already …
[Read more...] about Future Planning – Choosing Between Fear and Courage
The ABLE Act changed the way we think about saving and spending money for our family members with special needs. For the first time, we can now have a simple, tax-advantaged way to save that also allows our family member to access money without fear …
Phone: 719-632-0818
Toll-free: 800-984-9074
Fax: 719-632-0887
90 South Cascade Avenue
Suite 1250
Colorado Springs, CO 80903
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