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Regina Neenan

Cybersecurity

Join Us for Our Webinar, and Step Up Your Cybersecurity Savvy!

Looking to better protect your information online? Join us for our November cybersecurity webinar, presented by Hazel Heckers, the award-winning victim assistance coordinator with the Colorado Bureau of Investigation. She'll
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pitfall

Avoid These 5 Financial Planning Pitfalls

Watch out! With so much financial planning advice telling you what you should do, what about the things you might want to avoid? Let me point out five potential pitfalls
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Financial Independence

Back to Basics: Financial Independence

Have you ever thought of retiring early? What about becoming less reliant on working for a living? Read on to learn more about financial independence, from how you can get
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Cash Surplus

Cash Surplus? 3 Things to Do With Extra Money

Have extra cash building up in your checking or savings account, but not sure what to do with it? After making sure it's truly surplus money, here's how you can
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savings creep

5 Reasons Why You’re Going to Love Savings Creep

Who doesn’t love having a little extra savings stashed away? Sure, it can increase a little too much from time to time. But what about when it sneaks up on
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paraplanner

Financial Planning Fort Collins Welcomes Paraplanner

We're excited to introduce our newest team member, Bridgette Geno! Learn about our recent growth as well as little about Bridgette, her role with the team, and why she's looking
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Financial Planning for Women

7 Financial Planning Tips for Women

Far from a list of “pink” financial planning suggestions, the facts speak for themselves — and these seven tips can help women in particular plan for and stay on track
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post-pandemic

Enjoy Post-Pandemic Life While You Leave Your Finances to Us!

How is your adjustment to post-pandemic life going? If navigating the new normal has got you thinking about how your saving and spending will change, you're ready to head out
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Estate

You’re Invited! Get Inspired to Create Your Intended Legacy

Ready to check estate planning off of your RightCaptial to-do list? Join our webinar and align your estate plan with your goals! Learn about our guest presenter, Erin Connor, Esq.,
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If you're interested in learning more about working with us, use the calendar below to schedule a complimentary 30-minute intro call.