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 confidence.
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 when it's the right method.
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 is. But interestingly enough, I think this does need some explanation. The reason I say this needs some explanation is because I’ve seen the term “financial plan” used so ubiquitously over the last decade that I feel it’s lost some of the value of what it actually is. I feel that many think a financial plan is something it’s not and, unfortunately, that leads to not actually having one.
What is an honest-to-goodness financial plan? From the accounts and products mistaken for a plan to
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 is the right move for you. Plus, check out my step-by-step guide to mortgage 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 more, let’s go back to basics.
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 different types available and learn how a life insurance policy could offer you peace of mind and benefit your loved ones.
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 options — and how each could affect your retirement savings.
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 what you should consider on your path to retirement and how your decisions could impact your benefits.
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 and begin planning for the rest of 2019. Learn about the history of taxes in the U.S. and go back to basics the benefits on short- and long-term tax planning.