Financial Planning Canon City CO

Here are a few thoughts on dealing with job loss in Canon City in this economy: If you don't carry credit card debt, get a gas rebate card. It will help with rising gas expenses without costing you a thing. Make all your debt as fixed rate as possible. For your mortgage, HELOC and credit cards try and get them to a fixed rate so you are not exposed to rising interest rates in the future.

Jeffrey S Reish, CFP®
(719) 275-2628
618 Macon Ave
Canon City, CO
Firm
Canon City Financial Services / Raymond James
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, General Financial Planning, Investment Management, Investment Planning, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $50,001 - $100,000



Data Provided by:
Wells Fargo - Canon East
(719) 275-4380
3080 E Main St
Canon City, CO
Type
Branch
Office Hours
Mon-Fri 07:30 AM-06:00 PM
Sat 09:00 AM-03:00 PM
Sun Closed

Peak Card Services, Inc. a sub. of
(719) 784-4991
115 E. Main #2
Florence, CO
 
Kimberly Curtis
Wealth Legacy Institute, Inc.
(303) 753-7578
950 South Cherry Street, Suite 505
Denver, CO
Expertises
Women's Financial Planning Issues, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Ongoing Investment Management, Divorce Planning, Planning Issues for Unmarried & Same-Sex Couples
Certifications
NAPFA Registered Financial Advisor, AEP, CAP, CFP®, ChFc, CLU, MSFS

Arlen Olberding
Guidepost Financial Planning
(970) 419-8212
19 Old Town Square, Suite 238
Fort Collins, CO
Expertises
Helping Clients Identify & Achieve Goals, Investment Advice without Ongoing Management, Retirement Planning & Distribution Rules, Middle Income Client Needs, Hourly Financial Planning Services, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Wells Fargo - Canon Main
(719) 275-3344
532 Main St
Canon City, CO
Type
Branch
Office Hours
Mon-Fri 07:30 AM-06:00 PM
Sat 09:00 AM-01:00 PM
Sun Closed

Wells Fargo - Penrose
(719) 372-3344
210 Broadway St
Penrose, CO
Type
Branch
Office Hours
Mon-Thu 09:00 AM-05:00 PM
Fri 09:00 AM-06:00 PM
Sat 09:00 AM-01:00 PM
Sun Closed

Deborah Hoskins
Pikes Peak Financial Planning LLC
(719) 578-3309
102 S. Tejon Street Suite 1100
Colorado Springs, CO
Expertises
Estate & Generational Planning Issues, Retirement Planning & Distribution Rules, Women's Financial Planning Issues, Helping Clients Identify & Achieve Goals, Tax Planning, Special Needs Planning
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, JD, MS

Paul Staib
Staib Financial Planning, LLC
303/346-5336
3131 South Vaughn Way
Aurora, CO
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, College/Education Planning, Middle Income Client Needs, Hourly Financial Planning Services, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, MBA

Robert Zimberg
Financial Mountain Inc.
(303) 442-4390
5335 West 48th Avenue, Suite 100
Denver, CO
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Alternative or Private Investments, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, Special Needs Planning
Certifications
NAPFA Registered Financial Advisor, CCPS, CFP®

Data Provided by:

Cost Saving Strategies Post-Layoff

Q: I am a 47 year old woman and recently lost my job due to corporate layoffs. While I am already searching for new jobs, I was hoping you could give me some cost saving strategies until I secure my next position.

 

Here are a few thoughts on dealing with job loss in this economy:

1) If you don't carry credit card debt, get a gas rebate card. It will help with rising gas expenses without costing you a thing.

2) Come up with a weekly plan with your cash flow allowance. Make sure you allow yourself some sort of a treat.

3) Make all your debt as fixed rate as possible. For your mortgage, HELOC and credit cards try and get them to a fixed rate so you are not exposed to rising interest rates in the future.


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