Service and Pricing: Unpacking Our Value
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
Financial Planning
Sabbatical Prep: [Financial] Planning for Your Extended Vacation
Are you ready to take a month or longer away from work? Get ready for your sabbatical with these thought-provoking questions!
Hot Topics: Inflation, I-Bonds, and Recession
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
Regina Neenan Earns Certified Financial Planner™ Professional Certification
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
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
Announcing Our Latest Webinar, and It’s All About Health Insurance!
Health is wealth and knowledge is power! Are you about to make a job, life, or family change? Have health insurance questions or just want to make sure you're on
Making Beautiful Financial Music: Planning Your Financial Year
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
How You Can Handle Increasing Inflation
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
The ‘Golden’ Key to Financial Independence
What's the "golden" key to financial independence? What "future you" will do, of course! Complete with references to TV show The Golden Girls, learn how to envision and plan for