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Should You Invest When Markets Are High?

By Justin Pritchard, CFP® It’s great when the market goes up, but a strong stock market can make investors nervous.…

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How Do Fee-Only Financial Planners Work?

By Justin Pritchard, CFP® When working with a financial advisor or financial planner, it’s crucial to work with somebody you…

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Posted in: financial planning

What Retirement Plans can Nonprofits Use?

Nonprofit organizations can offer intrinsic benefits to employees, and they can also provide traditional benefits like retirement plans. Employees will…

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4 Reasons Your 401(k) Is Too Expensive

By Justin Pritchard, CFP ® 401k plans are powerful savings tools, and they can be a valuable employee benefit. But…

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How Businesses Reduce Taxes With a 401k Plan

By Justin Pritchard, CFP ® 401k plans help individuals save for retirement, but businesses can also benefit from setting up…

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Tips for Retirement Planning Calculations

By Justin Pritchard, CFP® Financial planning is part art and part science. First, you need to understand what’s important to…

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7 Sources of Retirement Income

By Justin Pritchard, CFP® As you plan for retirement, you need to know what resources you have available. Your assets…

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Posted in: financial planning, retirement income, social security

How Much Income Do You Need in Retirement?

Start with the end in mind. By Justin Pritchard, CFP® One of the most critical steps in retirement planning is…

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Posted in: financial planning, retirement income

SRI: Invest in a World You Can Be Proud Of

By Justin Pritchard, CFP® Want to do some good with your money? Socially responsible investing (SRI) allows you to make…

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HSAs For Retirement: A Savings Booster Shot

By Justin Pritchard, CFP® If you’re serious about saving for retirement and minimizing taxes, Health Savings Accounts (HSAs) may be…

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Justin Pritchard, CFP®. Approach Financial, Inc. (“Approach”) is a registered investment adviser offering advisory services in the State(s) of Colorado and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Approach in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

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