Saving (& Avoiding Procrastination) During the Holiday Season
Explore strategies for avoiding last-minute shopping while making the most of your holiday spending in 2023 — and even saving a bit while you're at it. Plus, find practical tips for
Cash Flow
Beyond the Basics: You Made Your Cash-Flow Plan, Now Track It!
What are your cash-flow plans for 2023? These three simple steps can help you make your plan and then do the most important part: Track it!
The Secrets Behind Conscious Consumption — and Unconscious Saving
How can changing one seemingly insignificant aspect of your life make a meaningful difference? And what is "mindful spending"? Learn how you can practice conscious consumption it and how it
2021 Spending Review and New Year Budget ‘Reset’
2021 has almost come to an end — but it’s not over yet. For many, now is the time to set resolutions and get a fresh start in the New
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
Summer Vacation [Financial] Planning
Are you planning a summer vacation this year? Plan to spend your time enjoying your trip instead of overthinking your spending! Plus, download our Vacation Budget Planning worksheet to be
Decrease Your Homeownership Costs
Even with the overwhelming nature of moving into a new home, there are plenty of opportunities to make your life easier — and save some money — as a homeowner.
Combining Cash Flows: To Plan Solo or With Your Partner?
Do you and your significant other partner up when it comes to making sense of your dollars and cents? If you're considering becoming united on the financial front, you have
Financial Planners Share Their Top 5 Money Tips and Tricks
Ever wondered what money moves financial planners make in their personal lives? Check out these money tips from our CFP professionals!