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Financial Planning

Cybersecurity

Join Us for Our Webinar, and Step Up Your Cybersecurity Savvy!

November 10, 2021 | Regina Neenan
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 share tips you can use to be secure when sharing information and red flags to avoid so you can keep it out of the hands of identity thieves.
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Simplify Your Financial Life Administration

Simplify Your Financial Life Administration

November 3, 2021 | FPFoCo Team
Financial life administration can be a thankless job. Learn how you can get your to-dos organized — and treat yourself as you accomplish them. Plus, grab a copy of our Financial Life Administration Checklist to simplify the entire process!
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Getting Your Financial House In Order

Getting Your Financial House In Order

October 13, 2021 | FPFoCo Team
Are scattered financial accounts here, there, and everywhere making your tax-time document-gathering a chore? It could be a sign that now is the perfect time to get — and then stay — organized! Here's where you can begin as you gather your documents, create an intentionally designed account strategy, and gain some peace of mind.
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pitfall

Avoid These 5 Financial Planning Pitfalls

September 29, 2021 | Regina Neenan
Watch out! With so much financial planning advice telling you what you should do, what about the things you might want to avoid? Let me point out five potential pitfalls — and point you in the right direction.
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savings creep

5 Reasons Why You’re Going to Love Savings Creep

August 11, 2021 | Regina Neenan
Who doesn’t love having a little extra savings stashed away? Sure, it can increase a little too much from time to time. But what about when it sneaks up on you? Learn five reasons why we love savings creep — and how to let it creep up on you. We think you'll love it, too!
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Homeownership

Back to Basics: So You Want to Buy a Home …

July 28, 2021 | Jason Speciner
There are many reasons for wanting to dive into homeownership. Whether it’s your first home or a dream vacation getaway, let me show you the basic steps that can help you save in the long run and protect your investment.
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Project Financial Plan

You Don’t Want a Project Financial Plan. Here’s Why.

June 23, 2021 | Jason Speciner
It’s reasonable to assume that the closed-end nature of a project financial plan will somehow save you money. One defined project, one defined cost, and you can close the books on financial planning … until one little thing or another comes up and changes much or all of the calculations and assumptions on which your financial plan is built. 
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Financial Planning for Women

7 Financial Planning Tips for Women

June 2, 2021 | Regina Neenan
Far from a list of “pink” financial planning suggestions, the facts speak for themselves — and these seven tips can help women in particular plan for and stay on track toward their financial futures.
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post-pandemic

Enjoy Post-Pandemic Life While You Leave Your Finances to Us!

May 26, 2021 | Regina Neenan
How is your adjustment to post-pandemic life going? If navigating the new normal has got you thinking about how your saving and spending will change, you're ready to head out on vacation, or you're thinking about impacts to your finances in another way, let us take some of the weight off of your shoulders!
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