Broker Check

Catherine Schwartz

Financial Advisor

(303) 626-2444

6080 Greenwood Plaza Blvd.
Suite A
Greenwood Village, CO 80111

<p>Retirement Traps to Avoid</p>

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.
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<p>Tips for Creating a Budget and Sticking to It</p>

Tips for Creating a Budget and Sticking to It

Budgeting is the first step to managing your finances. Here are four tips to help you create and stick to a budget.
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Financial Planning Services

Financial Planning Services

Business Retirement Plans

Business Retirement Plans

Individual Retirement Plans

Individual Retirement Plans

Investments

Investments

Products & Services

Advisory Programs

Advisory Programs

Insurance

Insurance

Education Saving

Education Saving

Gifting or Giving Strategies

Gifting or Giving Strategies

Helpful content

I offer a full library of resources to help boost your financial planning knowledge.

<p>A Look at Whole Life Insurance</p>

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
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<p>What's So Great About a Rollover?</p>

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
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<p>Yours, Mine, and Ours: Estate Strategies for Second Marriage</p>

Yours, Mine, and Ours: Estate Strategies for Second Marriage

Second marriages are a trigger event to revisit any existing estate strategies.
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