Jason’s Financial Favorites: The Budget, Simplified
Does the idea of creating a budget keep you from getting too close to a spreadsheet? Let me show you just how simple — and beneficial — a budget can be....
Author: Jason Speciner
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, and how to stay up to date....
Busting the Biggest Financial Planning Myths
If you think you have to be rich or close to retirement to work with a financial planner, think again. I’ll dispel some industry falsities — and share some truths that could help you on your path to financial independence....
Back to Basics: A Financial Plan
This is an interesting one, no? I mean, here you are on a website called Financial Planning Fort Collins, and you are going to read about what a financial plan is. But interestingly enough, I think this does need some explanation. The reason I say...
Choose Your Own Contribution with Higher Retirement Plan Limits
Did you know that HSA and 401(k) contribution limits increased for 2020? Learn what’s new and use the infographic to see how you can make the most of your retirement savings this year....
Modern Financial Planning for the Win
Hoping to stack up money wins on the way to your comfortable future? A modern financial planning approach could be the tool you need. With your financial playbook in hand and your coach by your side, it could help you add Ws to your financial...
5 Benefits of Having a Financial Plan
The holidays have passed, we’re already a couple weeks into the New Year, and we’re smack dab in the middle of another Fort Collins winter. A little “cabin fever” could even be setting in! But if you’re the outdoorsy type, you might be spending the...
6 Questions You Should Ask Your Financial Planner
You know that planning for your financial future is important; that’s why you’re considering working — or have already chosen to work — with a financial planner. But almost everyone in the industry has his or her own list of questions you should ask. And...
Financial Planning for the New Year — and New Decade
What does 2020 have in store for you? With a new decade on the horizon, let go of your financial past and make money-related resolutions you can actually accomplish (without burning out)....
SECURE Act: What It Could Mean for You
With 26 provisions due to go into effect Jan. 1, 2020, are you ready for the what the SECURE Act could bring to you and your retirement savings? Learn what’s changing, how it could affect you, and more....