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 help you improve your giving strategy — and increase your tax efficiency!

Nothing is free, but what goes into a fee? In the spirit of transparency, let me tell you how we price our Comprehensive Services — and why. I think you'll find that our fees really are simple, fair, and transparent.

Are you ready to take a month or longer away from work? Get ready for your sabbatical with these thought-provoking questions!

Inflation. I-Bonds. Recession. If any of these have been on your mind lately, you're not alone. We've been getting questions about all three recently, so we wanted to share our thoughts with you. Check out our take on today's hot topics!

The newest CFP® professional on the Financial Planning Fort Collins team is someone with whom you're likely already familiar. Regina Neenan earned their Certified Financial Planner™ certification earlier this month and has also been promoted to Director of Cash-Flow and Insurance Planning. 

What do you have planned for 2022? We have a calendar just for you, filled with your meetings and benefits! From your annual financial plan review to investment, estate, cash-flow planning, and more, learn about your annual client experience right here.

Inflation. Whether you've seen it in the grocery store, at the gas pump, or elsewhere, it's been getting tougher to miss. Learn what The Federal Reserve is doing to combat rising prices, and how you can navigate inflationary pressures in your own financial life.