Retirement Account Setup Checklist
Setting up your retirement account (or any investment account) involves three distinct steps: Choosing the company (i.e. “brokerage firm”) Choosing the account type Setting up and funding the account [...]
How to Retire Comfortably
To achieve a comfortable retirement or financial independence, you need growth in your assets. This means you need to invest. This action plan focuses on investing in the market (stocks and bonds including [...]
Understanding Long-term Retirement Saving
Retirement may seem like a long way off but due to the power of compounding returns, it’s incredibly important to start as early as you can. You can’t “save” your way to retirement; [...]
in Boulder and San Diego.