Comprehensive Services: The Financial Planning Process
Of course financial planning is a part of the Financial Planning Fort Collins process, but what is it exactly? I’ll explain what goes into creating, implementing — and maintaining —
September 2019
Back to Basics: Health Insurance
Are you uninsured, underinsured, or just wanting a better understanding of your health insurance? From health insurance basics to how you can find the right coverage for your needs and
Hello from #XYPNLIVE!
Greetings from St. Louis! While I’m at #XYPNLIVE, a national fee-only financial planning conference, you can check out my media mentions on the “In the News” page.
An Alternative to What?
What’s an “alternative” investment? And what makes it different from traditional investments, like stocks, bonds, and cash? Get the answers, and learn the long and short of it — pun