Decrease Your Homeownership Costs
Even with the overwhelming nature of moving into a new home, there are plenty of opportunities to make your life easier — and save some money — as a homeowner.
Taxes
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
Income Taxes: To DIY This Year or Work With A Preparer?
Will you be preparing your own income taxes this year, or are you planning to call in a tax pro? If you're on the fence, read on to see if
Financial Planners Share Their Top 5 Money Tips and Tricks
Ever wondered what money moves financial planners make in their personal lives? Check out these money tips from our CFP professionals!
In the Mood for Giving
My evidence may be anecdotal, but I like to think of Fort Collins as a philanthropic city. Sharing a home with a major university and several very worthy nonprofit organizations,
I Just Received an Inheritance … Now What?
You just received an inheritance. What steps should you take next? With the right approach to processing and planning, then putting your plan into action, you can create not only
My Company Just Had Its IPO. Now What?
Your employer just had an Initial Public Offering (IPO). While you’ve worked there, you and your co-workers have been rewarded with stock and/or stock options, and you knew that there
Tax Deadline Postponed: What You Should Know
How could the new tax deadline of July 15, 2020, impact you? Learn what’s changing at the federal and state levels, how you can make the most of the postponement,
Comprehensive Services: Tax Preparation
Why is tax preparation an important part of a financial planning relationship? I’ll explain how it fits into our comprehensive services offering — and how it adds value for our