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
Basics & Beyond
Back to Basics: Risk Management
Insurance is far from the only way to manage risks. Learn risk management basics, different methods for handling risk, and how to properly use insurance as a risk management tool
Back to Basics: A Financial Plan
This is an interesting one, no? I mean, here you are on a website called Financial Planning Fort Collins, and you are going to read about what a financial plan
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
Back to Basics: Health Insurance
Are you uninsured, underinsured, or just wanting a better understanding of your health insurance? From health insurance basics to how you can find the right coverage for your needs and
Back to Basics: Life Insurance
Is life insurance right for you? If so, how much do you need? From whole life to term and individual or group — and everything in between — explore the
Back to Basics: Changing Employers? What You Can Do With Your Retirement Plan
When you change jobs, you often have some important decisions to make. But what can you do with your former employer’s retirement plan? Learn why it’s important to understand your
Back to Basics: Social Security
How does Social Security work? How much will you receive? And when should you start taking benefits? If you have Social Security questions, you’re not alone. Read on to learn
Back to Basics: Tax Planning
Happy Independence Day! While tax season may seem like a distant memory for those haven’t filed extensions, July can be a great time to check in on your tax situation