Top Personal Financial Advisers & Management in Fort Collins, CO
Robert McCulley of McCulley & Associates in Fort Collins, CO, has been providing financial education, planning and wealth management services for individuals and businesses since 1973.
If you have questions about financial management, planning or analysis, call 970-377-1705 for more information.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
A change in your mindset during retirement may drive changes to your portfolio.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
There are four very good reasons to start investing. Do you know what they are?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the financial impact of leasing versus buying an automobile.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much you have the potential to earn during your working years.
Estimate your monthly and annual income from various IRA types.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There’s an alarming difference between perception and reality for current and future retirees.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Agent Jane Bond is on the case, covering how bond laddering works.
Are you ready for retirement? Here are five words you should consider.
Even low inflation rates can pose a threat to investment returns.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.