Decrease Your Homeownership Costs
Even with the overwhelming nature of moving into a new home, there are plenty of opportunities to make your life easier — and save some money — as a homeowner.
March 2021
How the Tax Deadline Change Could Affect You
With the deadline to file and pay 2020 taxes extended to May 17, 2021, for federal filers as well as taxpayers in Colorado and California, here's what you need to know about the change and how it could impact you. Learn the details of what's changing, what isn't — and why you shouldn't wait to file even though you've got more time this year.
When Should You Create — and Update — Your Financial Plan?
How do you know when it’s time to create your financial plan? If you have goals that require money to achieve, there’s no time like the present. Whether you’re a do-it-yourselfer or shy away from money matters, learn when it might be time to make that plan, seek professional advice — and about the life changes that can make a meeting with your financial professional a necessity.
Combining Cash Flows: To Plan Solo or With Your Partner?
Do you and your significant other partner up when it comes to making sense of your dollars and cents? If you're considering becoming united on the financial front, you have many options. And if you're not, that's ok, too! From each partner planning solo to "what's ours is ours" — and everything in between — learn about some of the more common cash-flow strategies for those in relationships.