Financial Planning for the New Year — and New Decade
What does 2020 have in store for you? With a new decade on the horizon, let go of your financial past and make money-related resolutions you can actually accomplish (without
Jason Speciner
SECURE Act: What It Could Mean for You
With 26 provisions due to go into effect Jan. 1, 2020, are you ready for the what the SECURE Act could bring to you and your retirement savings? Learn what’s
Comprehensive Services: Tax Preparation
Why is tax preparation an important part of a financial planning relationship? I’ll explain how it fits into our comprehensive services offering — and how it adds value for our
Back to Basics: Mortgage Refinancing
Are you considering refinancing your mortgage loan? There are benefits — and potential setbacks — you might want to consider before jumping in. Let me help you decide if refinancing
Comprehensive Services: Investment Management
Stocks, bonds, ETFs, and more: Investment management plays an important role in our comprehensive services process, but the financial plan is the heart of it all. Learn more about how
Jason’s Financial Favorites: Tax Credits for Green Energy Purchases
Installing solar or buying an electric vehicle? If you're going green before 2022, your purchase may qualify you for city, state, or federal tax credits. Learn more about tax credits
Getting Married — and Marrying Your Finances
Do you hear wedding bells in the not-so-distant future? Did you recently tie the knot? If so, maybe you’re wondering whether you and your spouse should marry your finances. Read
Not Your Parents’ Financial Planning
From accessibility to technology and more, financial planning has evolved over the years. This isn’t your parents’ financial planning. Learn what’s changed — even over the last couple of decades.
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 —