Financial Planning Evergreen CO

Here are a few thoughts on dealing with job loss in Evergreen 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.

Sal Miceli
Miceli Financial Planning
(303) 948-5789
10 Partridge Lane
Littleton, CO
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Retirement Plan Investment Advice, High Net Worth Client Needs, Planning Issues for Business Owners, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, MS

Paul Staib
Staib Financial Planning, LLC
303/346-5336
2 West Dry Creek Circle
Littleton, 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®

Mr. David W. Rommelmann, CFP®
(303) 586-9890
30752 Southview Dr
Evergreen, CO
Firm
Raymond James
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Employee and Employer Plan Benefits, Estate Planning, Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Business Executives

Data Provided by:
Mr. Derek J. Richards, CFP®
(303) 679-4908
P.O. Box 2407
Evergreen, CO
Firm
Evergreen Financial Planning Services, LLC

Data Provided by:
Jon Moore
Moore Financial Group
(303) 225-8400
8081 Shaffer Pkwy
Littleton, CO
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, CFP®

M. Shannon Lunsford
Lunsford Financial Planning, Inc.
(303) 666-6442
2 West Dry Creek Circle
Littleton, CO
Expertises
Hourly Financial Planning Services, Retirement Planning & Distribution Rules, Ongoing Investment Management, Tax Planning, College/Education Planning, Middle Income Client Needs
Certifications
NAPFA Registered Financial Advisor, BSEE, CFP®, EA

Mrs. Mary Debaets, CFP®
(303) 679-6301
1202 Bergen Pkwy Ste 201
Evergreen, CO
Firm
LPL Financial
Areas of Specialization
Comprehensive Financial Planning, Divorce Issues, Estate Planning, Investment Planning, LGBT Individuals and Couples, Life Transitions, Long-Term Care
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided by:
Mr. Derek M. Van Hoesen, CFP®
(303) 670-7206
PO Box 3712
Evergreen, CO
Firm
JDK Financial Advisors

Data Provided by:
Mr. John P. Thompson, CFP®
(303) 670-3810
28124 War Admiral Trl
Evergreen, CO

Data Provided by:
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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