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.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Do your insurance needs stay the same when the nest empties?
Bonds may outperform stocks one year only to have stocks rebound the next.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate your monthly and annual income from various IRA types.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help you estimate how much you may need to save for retirement.
There are some smart strategies that may help you pursue your investment objectives
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 are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are three things to consider before dipping into retirement savings to pay for college.
What if instead of buying that vacation home, you invested the money?
Taking your Social Security benefits at the right time may help maximize your benefit.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Women are great at multi-tasking. But many drop the ball when it comes to preparing for retirement.
There are hundreds of ETFs available. Should you invest in them?