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 age 70. But there are plenty more! See what they are — and which is next for you — in The Financial Planning Moments In Everyone's Life.

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.

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!

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!

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.

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 thoughts with you. Check out our take on today's hot topics!

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.