Celebrating 10 Years of Financial Planning Fort Collins!
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 website visitors alike!
Financial Planning
Don’t Be a Peanut Butter Philanthropist
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 help you improve your giving strategy — and increase your tax efficiency!
Service and Pricing: Unpacking Our Value
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 find that our fees really are simple, fair, and transparent.
Sabbatical Prep: [Financial] Planning for Your Extended Vacation
Are you ready to take a month or longer away from work? Get ready for your sabbatical with these thought-provoking questions!
Hot Topics: Inflation, I-Bonds, and Recession
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 thoughts with you. Check out our take on today's hot topics!
Regina Neenan Earns C<span class="ct-small-caps">ertified</span> F<span class="ct-small-caps">inancial</span> P<span class="ct-small-caps">lanner</span><sup>™</sup> Professional Certification
The newest CFP® professional on the Financial Planning Fort Collins team is someone with whom you're likely already familiar. Regina Neenan earned their Certified Financial Planner™ certification earlier this month and has also been promoted to Director of Cash-Flow and Insurance Planning.
The Secrets Behind Conscious Consumption — and Unconscious Saving
How can changing one seemingly insignificant aspect of your life make a meaningful difference? And what is "mindful spending"? Learn how you can practice conscious consumption it and how it could lead to hidden savings opportunities!
Announcing Our Latest Webinar, and It’s All About Health Insurance!
Health is wealth and knowledge is power! Are you about to make a job, life, or family change? Have health insurance questions or just want to make sure you're on the right health insurance plan? Don't miss our health insurance webinar with Christine Simone of Caribou!
Making Beautiful Financial Music: Planning Your Financial Year
What do you have planned for 2022? We have a calendar just for you, filled with your meetings and benefits! From your annual financial plan review to investment, estate, cash-flow planning, and more, learn about your annual client experience right here.