Back to Basics: Property and Casualty Insurance Review
Is your property and casualty insurance ready for the New Year? Learn how the hidden benefits in your insurance policies could help you manage risk and kick off 2021 with
Jason Speciner
Why a Financial Plan Should Make Your 2021 Resolution List
What’s on your list of New Year’s resolutions? If you’d like to improve your financial life in 2021, a financial plan could be your most useful tool. Learn why a
In the Mood for Giving
My evidence may be anecdotal, but I like to think of Fort Collins as a philanthropic city. Sharing a home with a major university and several very worthy nonprofit organizations,
Financial Planning: Create Your Holiday 2020 Survival Guide
Are you ready for the holidays? Now is the perfect time to start preparing if you haven’t already. From doing the numbers on your budget to making your list and
What Are the ‘Seasons’ of Financial Planning?
Are you familiar with the “seasons” of financial planning? As our lives change, the phases we experience as we work toward our goals evolve, too. Learn about these seasons and
What Should You Keep in Your Digital Safe Deposit Box?
From family recipes, photos, and stories to insurance statements, financial paperwork, and your will, here’s what you should keep in your digital safe deposit box. Plus, use our Life &
I Just Received a $#!+ Ton of Money … Now What?
From buying the home or car of your dreams to never working a single day ever again, what would you do if you received a large sum of money? Whether
Jason’s Financial Favorites: Health Savings Accounts (HSAs)
I love HSAs. In fact, they’re one of my favorite savings tools. Learn the reasons why, find out how to decide if a health savings account could be right for
5 Ways to Give Back, Differently
Charitable giving doesn’t have to cost money. Whether you’re getting ready to surf the web or head out for a jog, these tools can help you give back while you