October 18, 2013

Boomers who prepared well, stayed the course are fairing better

Fear and greed are never a good financial plan, especially when retirement is on the horizon.

“Investors should evaluate their current situation on where they are, where they want to be, and when they want to be there,” said Josh Miller, President of Colorado Financial Management. “Once that is done they can work with an advisor or by themselves to establish a plan to accomplish their goals.”

But setting retirement goals can be tough, especially for people who lost significant wealth during the economic downturn in 2008. Miller’s clients who managed to keep fear at bay and ride out the great…

Sign up for BizWest Daily Alerts
Closing in 8 seconds...