Learn about the upcoming merger between Charles Schwab and TD Ameritrade, its impact on your accounts, and how to prepare for the transition process. Plus, find key transition dates and

Discover some of the best financial advisors in FoCo and Northern Colorado. Learn how to interview prospective advisors, discuss your financial needs, set goals, and ask important questions. We’ll guide

From marriage and career changes to disability and natural disasters, lots of life events — both positive and negative — require some financial planning. Learn what they are and what to do

Did you know that we all share some key financial planning moments? You might be familiar with some, like Medicare at age 65 or claiming Social Security no later than

With the SECURE 2.0 Act having passed near the end of 2022, what do its provisions mean for you? Let us break down the key parts.

You might already know that a donor-advised fund (DAF) is a charitable giving account or the mechanics of how one works. But what are the true benefits of using and

Did you know that Financial Planning Fort Collins has been around for a decade? Join us as we look back on 10 years of educating our loyal blog followers and

Mmmmm, peanut butter! But as a philanthropist, are you spreading your charitable contributions a little too thin? Learn what a "peanut butter philanthropist" is and how avoiding this approach can