Retired business owners should diversity investments, take advantage of tax options
This week we look at a couple who enjoyed their first year of retirement together but are trying to figure out where to go from here.
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What’s The Plan for a couple trying to decide whether a Supplemental Savings Plan is a good deal?
At this time of year, when your company invites you to join the Supplemental Savings Plan, is it always a good deal for you? This week we look at a...
What’s The Plan for a pair who enjoyed a year of retirement together, but now are wondering “What’s next?”
Retirement means something different to everyone. This week we look at a couple that enjoyed their first year of retirement together but are trying to figure out where to go...
What’s the Plan for a recently retired man trying to develop a sustainable investment and tax plan
Alan, 66 and divorced, lives in Parker and retired in May 2015.Ā Retiring from an engineering firm in downtown Denver was a substantial shift in Alanās day-to-day life, and now...
How a donor-advised fund might help a good saver with his future tax burdens
Seeking new employment opportunities at age 60 can be worrisome. This week we look at a man unsure about the security of his job and the impacts this will have...
What’s The Plan for someone unclear about exactly how much money she’ll need in retirement
This week we look at a woman who needs her inheritance in order to make her retirement, yet she is hoping to not receive it for a long time!
What’s The Plan for a woman anxious to retire, but nervous about it
Feeling unappreciated at work can make the days drag on and retirement seem like a distant dream. This week we spoke with a woman anxious to leave her current role...
What’s The Plan for parents caring for a developmentally disabled child?
This week we take a trip with a family that set out for a different destination, and has had to accept challenges they didnāt expect.
What’s The Plan for long-married couple navigating into retirement
Frank, 63, and Paula, 61, have been married for 39 years. They built their home in Littleton, 22 years ago, and as retirement nears for Frank, they are ready to...
What’s The Plan for a woman whose alimony is about to end
This week we look at a woman that needs to dive into the deep end and sell her house ASAP.