Happy Halloween! 3 Personal Finance Horror Stories
In honor of Halloween: three quick financial horror stories from Regina's life, showing you that even financial planners make mistakes. If they can recover from them, you can overcome missteps,
Regina Neenan
Colorado Wildfires: Homeowners Insurance Planning for Safety & Protection
As wildfires again burn here in Larimer County, across the country, and beyond, preparedness is key. Learn about key areas of your homeowners insurance and what you can do if
Intentionality: Plan to Spend
When you’ve been saving for a goal, actually spending what you’ve saved can be tough — but overspending can be equally difficult. Learn how to find balance through planning to
Work Trends — And Their Impact on Our Finances
Explore the future of work after the COVID-19 pandemic and how rapid changes due to economic shifts, technological advancement, and employee preferences may impact your personal finances.
Financial Planning for SINKs and DINKs
From childcare to college and more, many financial plans involve planning for children. But for individuals and couples without children, financial planning requires a different approach. Learn about key considerations
Critical Money Moment: Homebuying
Are you better off buying a home or renting your residence? Check out this helpful tool as part of your decision-making. Plus, learn about important homebuying considerations, how much home
Ethical Estate Planning: Writing Your Letter of Wishes
What is a letter of wishes, and how does it fit into your estate plan? Learn more about this document that allows you to intentionally express your values, motivations, and
Considering Whether to Say “I Do”? Financial and Tax Benefits of Marriage
In addition to romantic reasons, some couples also consider marriage for its financial benefits. Explore financial planning for couples, including the costs of getting married as well as its financial
Let’s Do the Numbers: The 2024 Financial Planning Updates You Need
New year, new numbers! From contribution limit changes to tax law updates and more, get ready for 2024 with the know-how you need to make the most of your financial