Summer Vacation [Financial] Planning
Are you planning a summer vacation this year? Plan to spend your time enjoying your trip instead of overthinking your spending! Plus, download our Vacation Budget Planning worksheet to be
Jason Speciner
Cheat Sheet and Guide: 10 Steps to a Successful Retirement Account Rollover
Whatever your reason for a rollover, it doesn't have to be difficult to move your retirement plan. Grab our cheat sheet for step-by-step rollover instructions to guide you along the
You Don’t Want a Project Financial Plan. Here’s Why.
It’s reasonable to assume that the closed-end nature of a project financial plan will somehow save you money. One defined project, one defined cost, and you can close the books
Break in Case of Emergency
Whether it’s a pricey repair to a vehicle you rely on daily, a furnace that goes out in the middle of winter, or even a job loss, having an emergency
Jason’s Financial Favorites: Your Full-Time Fiduciary
What's the difference between the fiduciary, suitability, and best-interest standards for financial professionals? I'll break it down — and let you know how you can find not just a fiduciary but
Are You Inheriting Money? Don’t Miss These 5 Steps
If you were to receive a large monetary gift from a loved one, what would you do with it? Every day, beneficiaries are inheriting money when loved ones pass, but
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
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
Income Taxes: To DIY This Year or Work With A Preparer?
Will you be preparing your own income taxes this year, or are you planning to call in a tax pro? If you're on the fence, read on to see if