What’s Your Number?
By Rob Wrubel, CFP® Do you have a dollar amount in mind that will bring you financial peace? A total number of your bank, investment, retirement accounts and other assets…
Olympic Fever
By Rob Wrubel, CFP® The Olympics rarely left my TV screen during the first two weeks of August. The beach volleyball stadium with the Eiffel Tower in the background was…
Acorns To Trees – Choose Accounts for Funding Trusts
By Rob Wrubel, CFP® The squirrels in my back yard hunting for their stored food as Spring comes to Colorado. Every day I see them out there digging here and…
Exciting Benefit Updates Are In the Works
Cheeseburger inflation is making me mad. If you know me, you know I love a good cheeseburger. Actually, I love almost any cheeseburger. Don’t tell my cardiologist and keep it…
The Magic of Compound Interest
Fans of the Harry Potter book series know about Hermione’s beaded handbag that shows up in the final book. If you aren’t a Harry Potter reader, then maybe it’s time…
Debt reduction and stress relief go hand in hand
What keeps you up at night, financially? Is it having too much money in the bank? Too much income? Too many cars, houses, or clothes? Unlikely. One significant source of…
18 minus 64: Milestones for Parents
18 minus 64. The math doesn’t add up. It does not make any sense. What kind of financial planner comes up with a negative number anyway? And why take the…
Tips on stimulus payments
CARE Act stimulus checks went out in April and families with special-needs members are asking questions about how to handle the funds. Last week, a mom called wondering what to…
Taffy pulling
As a parent of three children, one of whom has Down syndrome, there are many times that I feel like a piece of taffy in a candy factory – pulled…
Special needs planning
Future planning – choosing between fear and courage
Last month, I spoke at the National Down Syndrome Society’s adult conference in Detroit to a room of parents with adult children with Down syndrome. Some families were still figuring…
Puzzle pieces
Complete pictures help solve puzzles
My family and I spent some time working on puzzles over winter break. We had time, it was cold outside and needed something to do. Have you ever tried putting…
My child owns a condo…
A safe and permanent home is right at the top of the list of wishes most parents have for their family member with special needs. We give that to our…