Blog
A Comprehensive Pre-Retirement Checklist
Let’s face it – for many people the term ‘retirement’ doesn’t have the same meaning today as it once did years ago. Wind the clocks [...]
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NEW: Colorado’s Secure Savings Program Explained
Most government institutions have put in place a system that allows all employees in these institutions to save up some money from their salaries. Unfortunately, [...]
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5 Important Components of A Good Estate Plan
It’s safe to say that thinking about the ideas of disability or dying are not generally pleasant topics for anyone. However, as the old cliché goes, the only [...]
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The Market Doesn’t Always Bounce Back Quickly
When I started my career as a financial advisor back in the fall of 1999, little did I know that I was entering the business at the worst bear market since the [...]
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Market Observations: Inflation at the Gate
Over the past month or so, it seems every client we’ve spoken with asks about inflation and what are we doing about it in the portfolios. The jury is still [...]
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Getting Started: An Estate Planning Checklist
Even if you don’t know the third week in October, 2021 is officially Estate Planning Awareness Week, it begs the question: How aware are you of your estate [...]
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5 Costly Estate Planning Mistakes We See All the Time
Creating your estate plan may be important, but you need to avoid common pitfalls and mistakes while you are at it. Otherwise, you will spend time creating a plan [...]
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A Comprehensive Guide to Trusts
Trusts aren’t just for rich kids (although we highly recommend a trust with a ton of guardrails for the beloved spendthrift in your life.) A trust is [...]
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Estate Planning: Taking the 1st Step
Often times when we first meet someone, the most pressing risk to their financial situation is not a bad portfolio. Rather, it’s the fact that they have no [...]
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How to Optimize your Company Insurance Benefits when Changing Jobs
As a job seeker, you are always looking for the best benefits package to jump on. But often, it’s not just about salary and vacation time when considering if [...]
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Recent posts
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Market Update October 2024: Shine On
October 1, 2024 -
Homeowners Eye Over $4,000 In Annual Refi Savings As Rates Drop
September 27, 2024 -
Consumer Confidence Falls Most In Three Years On Labor Views
September 20, 2024 -
Research Proves “You Can Never Have Too Much Money”
September 13, 2024 -
60% Of Workers Will Delay Retirement For Lack Of Assets
September 6, 2024 -
When Pensions Reduce Social Security Benefits
August 17, 2024
