Catherine Schwartz, CFP - Financial Consultant at LPL Financial

11/10/2025

I am here to help with retirement readiness! Let's schedule a time to meet to talk about retirement income, risk management, preservation of assets, health care costs, leaving a legacy, and other important topics you'd like to address.

Estimating your retirement income goal takes many factors into consideration.

11/07/2025

State of the Library fireside chat. Denver Public Library Denver Public Library Friends Foundation

10/21/2025

It's a great time to review your life insurance needs, especially if you are still in your benefits open enrollment period. Let me know how I can help!

Do you need life insurance? How you answer this question depends on your personal and financial circumstances. For example, if you have a spouse, children, or aging parents whom you support, or if you have a large estate or substantial financial obligations, the proceeds from a life insurance policy...

10/17/2025

Six Reasons to Work with a Financial Professional

10/14/2025

Employers offer benefits during open enrollment that may cover the 'what ifs'. But is it best to opt for group or individual coverage for disability income, life, and long term care insurance? I can help you weigh your options.

If a disabling illness or injury were to prevent you from working for weeks, months, or even years, how would ...

09/23/2025

Happy Autumnal Equinox! 🍂

The season will officially begin Monday at 2:19 p.m. Eastern time, the exact moment of the autumnal equinox.

09/07/2025

In a slump and want to turn your day around? Try these science-backed techniques to help improve your mood in a matter of minutes.

They can help you feel energized when you feel sluggish, calm when you feel stressed or connected if you feel lonely. No special tools or materials required (unless you want to jump in the ice bath!): https://n.pr/4ggqV6E

06/04/2025

Do you know someone looking for greener grass?

Looking for greener grass?In partnering with Anna Kendrick, LPL’s storytelling brings a fresh perspective to wealth management marketing, creating memorable ...

06/03/2025

There has been no shortage of trade policy curveballs thrown at the market since the White House announced shockingly high reciprocal tariffs on April 2. Stocks fell sharply and interest rates spiked on that news, prompting President Trump to pivot to a 90-day reciprocal tariff pause. Since then, tr...

04/28/2025

HAPPY NATIONAL SUPERHERO DAY! In honor of the day, I am sharing one of my favorite TED talks. I hope the "power pose" (think Wonder Woman with hands on hips) can give you the confidence to be super every day!

Body language affects how others see us, but it may also change how we see ourselves. Social psychologist Amy Cuddy argues that "power posing" -- standing in...

04/22/2025

🌍 Happy Earth Day! 🌱💚
Let’s celebrate our amazing planet and do our part to protect it. Whether it’s planting a tree or simply appreciating nature, every action counts! https://www.farmersalmanac.com/what-when-earth-day-quiz-activities

04/21/2025

Did you know there have been 10 previous bear markets, and the market has recovered eventually every time?