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 clients....
Author: Jason Speciner
Back to Basics: Mortgage Refinancing
Are you considering refinancing your mortgage loan? There are benefits — and potential setbacks — you might want to consider before jumping in. Let me help you decide if refinancing is the right move for you. Plus, check out my step-by-step guide to mortgage refinancing....
Comprehensive Services: Investment Management
Stocks, bonds, ETFs, and more: Investment management plays an important role in our comprehensive services process, but the financial plan is the heart of it all. Learn more about how investment management is unique for each client — and how it's just a part of the...
Jason’s Financial Favorites: Tax Credits for Green Energy Purchases
Installing solar or buying an electric vehicle? If you're going green before 2022, your purchase may qualify you for city, state, or federal tax credits. Learn more about tax credits for energy purchases — and their caveats — to see how these incentives could fit into your...
Getting Married — and Marrying Your Finances
Do you hear wedding bells in the not-so-distant future? Did you recently tie the knot? If so, maybe you’re wondering whether you and your spouse should marry your finances. Read on for the case for and against combining as well as an easy how-to —...
Not Your Parents’ Financial Planning
From accessibility to technology and more, financial planning has evolved over the years. This isn’t your parents’ financial planning. Learn what’s changed — even over the last couple of decades....
Comprehensive Services: The Financial Planning Process
Of course financial planning is a part of the Financial Planning Fort Collins process, but what is it exactly? I’ll explain what goes into creating, implementing — and maintaining — a financial plan....
Back to Basics: Health Insurance
Are you uninsured, underinsured, or just wanting a better understanding of your health insurance? From health insurance basics to how you can find the right coverage for your needs and more, let’s go back to basics....
Hello from #XYPNLIVE!
Greetings from St. Louis! While I’m at #XYPNLIVE, a national fee-only financial planning conference, you can check out my media mentions on the “In the News” page....
An Alternative to What?
What’s an “alternative” investment? And what makes it different from traditional investments, like stocks, bonds, and cash? Get the answers, and learn the long and short of it — pun intended — when it comes to alternative investment strategies....