Vincent, Romeo & Rodriguez, LLC
Denver Metro Office 303-500-5859
Boulder County Office 303-720-7260

Financial Planning Archives

Business succession tips for women business owners

The growth in the nation’s economy since the last recession is unquestionable. It has spawned a number of small businesses, particularly the number of new enterprises owned by women. According to a number of media reports, more than nine million small businesses are owned by women, which accounts for about a third of all active businesses across the country.

The growing need to protect a growing senior population

The population of older, wealthier people continues to increase. That growth coincides with people looking to exploit the vulnerabilities that come with advanced age. Yet, financial exploitation continues to be overlooked and unreported. The problem is only getting worse with a national government lacking a formal system for complaints and much-needed interventions.

How can you safeguard your nest egg against inflation?

For years you have likely heard financial forecasters in Boulder and throughout the rest of the U.S. warning you of the need to start your financial planning now in order to cover your costs of living once you retire. Hopefully you have heeded that advice and begun to do so. Yet as you begin to plan your retirement savings, there is one factor that you will want to consider: the impact of inflation.

Phone scams aimed at taking advantage of the elderly

Older individuals want to maintain their autonomy for as long as they can. This is understandable; we all want to have the freedom to do things we want and spend our money as we see fit. But unfortunately, as we age, we may become too trusting and there are those who prey on that trust for personal gain.

Adjusting to being your parents' protector

You may be a very accomplished adult with a long list of achievements. And you may be a parent who is successful in your own right. But you will never outgrow being your parent's child. And perhaps you have recently realized that your parents are at a point in their lives where they need your help to a greater degree than they are able to admit. As difficult as this may be for all of you, it could be time for you to assert yourself a bit more in their affairs.

Seniors victimized by internet loan scams

It is no secret that as we age, we become frailer and more vulnerable. Perhaps you have seen such changes affect your parents or other relatives. And while it is important to allow your loved ones to have their independence, it is also important to make sure that they are not compromised or taken advantage of.

Scam targeting elderly netted $300 million in ill-gotten gains

Life gets more difficult as we age. Not only do we become more physically frail, but our mental capacity can become impaired. In short, older people are often extremely vulnerable and should be treated with care. This is why it is so hard to comprehend how someone could willfully and maliciously take advantage of an elderly person.

Seniors seeking to grow assets could be targeted by fraudsters

As human life expectancy has increased, so too has the length of the typical retirement. Overall, this is a positive development. But as we all know, it takes money to maintain a comfortable and safe lifestyle. And more than ever, seniors need their assets to provide for their necessities. Unfortunately, many seniors are finding that retirement is more expensive than they expected.

Elder abuse goes beyond financial exploits

Financial exploitation of the elderly or the incapacitated is one of the most common forms of maltreatment toward adults. Not only is financial exploitation typically perpetrated upon those with health risks, it can contribute to or cause health risks in those who are exploited in this way. If you think about the type of people who would prey upon others, it makes sense that they would come after the most vulnerable targets, particularly those who are unable to defend themselves.

What is the cost of my elder care options?

When your golden years seem to lose their luster and the strength to get out of your chair is nearly impossible to muster, you may begin looking into alternatives to keep you in your house and your comfort zone longer. However, your monthly checks don't seem to expand with inflation and you aren't sure what you will be able to afford. The concern is real, and knowing the average costs of elder care in Colorado will help guide the decisions you probably need to make in the near future.

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Phone: 303-720-7260
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