Author: Michael Fassi
Mike teaches retirement planning classes at Colorado State University, University of Northern Colorado, and University of Nevada at Reno. Mike is involved with Honor Flight, Northern Colorado and the Civil Air Patrol and helps raise money for many non-profit organizations.

Ways to Save for College

Ways to Save for College Comparing & contrasting the potential of some popular vehicles.   Provided by Michael Fassi CLU, ChFC     How expensive will college be tomorrow? The Department of Education projects that by 2030, the tuition cost of

Posted in financial

The Lottery Is No Retirement Plan

The Lottery Is No Retirement Plan Pay yourself first instead, with your future in mind. Provided by Michael Fassi CLU, ChFC   Powerball fever swept across America last week, with a record jackpot of $1.5 billion eventually being split by three

Posted in financial, insurance

Medicare Enrollment Options for 2015-16

Medicare Enrollment Options for 2015-16 A summary of what you need to know.   Provided by Michael Fassi CLU, ChFC    Key Medicare enrollment periods are approaching. This fall and winter, there are three periods in which Medicare beneficiaries can

Posted in financial, insurance

Should You Put Your Home Into a Trust

Should You Put Your Home Into a Trust? The arguments for & against this estate planning decision.   Provided by Michael Fassi CLU, ChFC                                                                                                 Uncommon, or uncommonly wise? Occasionally, a couple or a family will elect to put their

Posted in estate, financial

An Introduction to The Stock Market

AN INTRODUCTION TO THE STOCK MARKET What it is, how it works, and how to get started.   Provided by Michael Fassi CLU, ChFC   Confused or unsure? You’re not alone. It’s amazing to me how many adults, many of

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Support Honor Flight Northern Colorado

  Friends: Please join me in wishing Mike safe travels as he departs September 13, 2015 on his 3rd Honor Flight trip to the memorials in Washington DC. Mike will accompany longtime friend, client and, Vietnam War veteran Floyd Taladay on

Posted in Flight Network

Is It Time for Life Insurance?

Is It Time for Life Insurance? Important life events may call for it.   Provided by Michael Fassi CLU, ChFC    Many younger Americans lack life insurance. A 2014 report from insurance industry analyst LIMRA found that only a third

Posted in insurance

Bonds and Interest Rates

Bonds and Interest Rates A look at how one can greatly affect the other.   Provided by Michael Fassi CLU, ChFC    Is the bond bull history? Bond titan Bill Gross called an end to the 30-year bull market in

Posted in financial

Cash Flow Management

Cash Flow Management An underappreciated fundamental in financial planning.   Provided by Michael Fassi CLU, ChFC   You’ve probably heard the saying that “cash is king,” and whether you own a business or not, it is a truth that applies.

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The Dangerous Lack of Small Business Succession Planning

CNBC looks at the dangerous lack of small business succession planning + the problems that can cause: http://tinyurl.com/n5a7ryd  

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