All Stories
What’s the Plan? They moved to Colorado and fell in love, but did they start saving too late?
Should Walt wait to take Social Security? Should Gail curtail her travel plans in retirement? Financial adviser Pam Dumonceau takes a look​ ​at​ ​a​ ​hypothetical​ ​couple who have real doubts...
What’s the plan? Couple has succeeded in maximizing earnings but now it’s time to reduce costs
Financial planning columnist Pam Demonceau helps couple rebuild savings and plan for retirement while still helping to fund higher education for their sons.
You can have all the money in the world, but what good is it if you’re not enjoying it?
Never get so busy making a living that you forget to make a life. Colorado investment adviser Pam Dumonceau considers the case of a man struggling to accept retirement and...
What’s the Plan? He wants to pay down debt, she wants to stay liquid
Columnist Pam Dumonceau looks at a hypothetical couple near retirement facing a major investment decision.
What’s the Plan? Mental illness in one’s family can be taxing on finances
A divorced, 67-year-old woman weighs the consequences of selling property to pay for the care of her mentally ill son.
What’s the Plan?: Couple’s story sheds light on forced retirement
Forced retirement can add unforeseen obstacles. This week, we look at a couple mapping out their next adventure.
Couple should ensure construction of dream home doesn’t derail retirement plans
A Louisville couple who are building their dream home wonder whether to sell or rent their current house and want advice about their best way to finance their new digs....
What’s the Plan?: Is it wise to ask family for financial advice – even if they’re experts?
It can be smart to decline the services of a relative or close friend who is a professional financial adviser. It also can be smart to ask that expert for...
What’s The Plan?: What’s more important, paying off debt or saving for future?
A Colorado couple with two school-age children is doing fairly well financially, but wonders where to prioritize money: paying off student loan debt, saving for retirement, or putting money toward...
What’s The Plan for owners of a marginally profitable business?
A Fort Collins couple who have owned their small business for decades worry about a decline in profit as a result of internet sales. They have been burned by previous...