Did you know that we all share some key financial planning moments? You might be familiar with some, like Medicare at age 65 or claiming Social Security no later than

With the SECURE 2.0 Act having passed near the end of 2022, what do its provisions mean for you? Let us break down the key parts.

You might already know that a donor-advised fund (DAF) is a charitable giving account or the mechanics of how one works. But what are the true benefits of using and

Did you know that Financial Planning Fort Collins has been around for a decade? Join us as we look back on 10 years of educating our loyal blog followers and

Mmmmm, peanut butter! But as a philanthropist, are you spreading your charitable contributions a little too thin? Learn what a "peanut butter philanthropist" is and how avoiding this approach can

Nothing is free, but what goes into a fee? In the spirit of transparency, let me tell you how we price our Comprehensive Services — and why. I think you'll

Are you ready to take a month or longer away from work? Get ready for your sabbatical with these thought-provoking questions!

Inflation. I-Bonds. Recession. If any of these have been on your mind lately, you're not alone. We've been getting questions about all three recently, so we wanted to share our