Break in Case of Emergency
Whether it’s a pricey repair to a vehicle you rely on daily, a furnace that goes out in the middle of winter, or even a job loss, having an emergency
Financial Planning
Jason’s Financial Favorites: Your Full-Time Fiduciary
What's the difference between the fiduciary, suitability, and best-interest standards for financial professionals? I'll break it down — and let you know how you can find not just a fiduciary but
How the Tax Deadline Change Could Affect You
With the deadline to file and pay 2020 taxes extended to May 17, 2021, for federal filers as well as taxpayers in Colorado and California, here's what you need to
When Should You Create — and Update — Your Financial Plan?
How do you know when it’s time to create your financial plan? If you have goals that require money to achieve, there’s no time like the present. Whether you’re a
Romance and Money: Let’s Get Fiscal!
Romance is in the air for Valentine’s Day, and we released a Personal Finance Module titled "Romance & Money." Here’s a free preview!
7 Irrational Money Behaviors — and How to Combat Them
To help you gain confidence and to develop systems as you improve your money habits, why not learn from others who make careers in helping people make better financial decisions?
Post-Traumatic Growth: Our Year in Review
To close out what has been a difficult year for many, we share personal stories of gratitude as 2020 comes to an end. Join us as we look forward to
Reflecting on 2020: 5 Financial Industry Impacts
As we get closer to the end of 2020, we reflect on a most unusual year. Learn about five financial impacts that affected us and the industry this year.
Why a Financial Plan Should Make Your 2021 Resolution List
What’s on your list of New Year’s resolutions? If you’d like to improve your financial life in 2021, a financial plan could be your most useful tool. Learn why a