Beyond the Basics: Probate and Non-Probate in Your Estate
What happens when you die? To your stuff, that is! Learn about the probate process and how you can structure your estate.
FPFoCo Team
Hot Topics: SECURE 2.0 Act
With the SECURE 2.0 Act having passed near the end of 2022, what do its provisions mean for you? Let us break down the key parts.
Donor-Advised Funds: 6 Reasons Why I Like Having One
You might already know that a donor-advised fund (DAF) is a charitable giving account or the mechanics of how one works. But what are the true benefits of using and
Celebrating 10 Years of Financial Planning Fort Collins!
Did you know that Financial Planning Fort Collins has been around for a decade? Join us as we look back on 10 years of educating our loyal blog followers and
Don’t Be a Peanut Butter Philanthropist
Mmmmm, peanut butter! But as a philanthropist, are you spreading your charitable contributions a little too thin? Learn what a "peanut butter philanthropist" is and how avoiding this approach can
What President Biden’s Student Loan Relief Plan Could Mean for You
You've seen it all over the news: Up to $10,000 in student loan debt forgiveness, or up to $20,000 for Pell Grant recipients. Here, you'll find a case study, tax impacts,
What to Do When You’re a Highly Compensated Employee
What is a highly compensated employee — and what are your savings options if you fit that definition? Learn about our savings hierarchy, deferred compensation, and other creative savings solutions!
Hot Topics: Inflation, I-Bonds, and Recession
Inflation. I-Bonds. Recession. If any of these have been on your mind lately, you're not alone. We've been getting questions about all three recently, so we wanted to share our
Regina Neenan Earns Certified Financial Planner™ Professional Certification
The newest CFP® professional on the Financial Planning Fort Collins team is someone with whom you're likely already familiar. Regina Neenan earned their Certified Financial Planner™ certification earlier this month