The ‘Golden’ Key to Financial Independence
What's the "golden" key to financial independence? What "future you" will do, of course! Complete with references to TV show The Golden Girls, learn how to envision and plan for FI — then let you do you!
Financial Planning
Join Us for Our Webinar, and Step Up Your Cybersecurity Savvy!
Looking to better protect your information online? Join us for our November cybersecurity webinar, presented by Hazel Heckers, the award-winning victim assistance coordinator with the Colorado Bureau of Investigation. She'll share tips you can use to be secure when sharing information and red flags to avoid so you can keep it out of the hands of identity thieves.
Simplify Your Financial Life Administration
Financial life administration can be a thankless job. Learn how you can get your to-dos organized — and treat yourself as you accomplish them. Plus, grab a copy of our Financial Life Administration Checklist to simplify the entire process!
Getting Your Financial House In Order
Are scattered financial accounts here, there, and everywhere making your tax-time document-gathering a chore? It could be a sign that now is the perfect time to get — and then stay — organized! Here's where you can begin as you gather your documents, create an intentionally designed account strategy, and gain some peace of mind.
Avoid These 5 Financial Planning Pitfalls
Watch out! With so much financial planning advice telling you what you should do, what about the things you might want to avoid? Let me point out five potential pitfalls — and point you in the right direction.
5 Reasons Why You’re Going to Love Savings Creep
Who doesn’t love having a little extra savings stashed away? Sure, it can increase a little too much from time to time. But what about when it sneaks up on you? Learn five reasons why we love savings creep — and how to let it creep up on you. We think you'll love it, too!
Back to Basics: So You Want to Buy a Home …
There are many reasons for wanting to dive into homeownership. Whether it’s your first home or a dream vacation getaway, let me show you the basic steps that can help you save in the long run and protect your investment.
You Don’t Want a Project Financial Plan. Here’s Why.
It’s reasonable to assume that the closed-end nature of a project financial plan will somehow save you money. One defined project, one defined cost, and you can close the books on financial planning … until one little thing or another comes up and changes much or all of the calculations and assumptions on which your financial plan is built.
7 Financial Planning Tips for Women
Far from a list of “pink” financial planning suggestions, the facts speak for themselves — and these seven tips can help women in particular plan for and stay on track toward their financial futures.