How can you get the best out of yourself as a remote worker? Take a look at the upsides of remote work, check out tricks you can use to improve your productivity, and learn how you could use remote work to your cash-flow advantage!...
How can you make saving money easier? Trick yourself into it! We break it down into simple steps you can use to automagically increase your savings — and make reaching your goals a real treat. ...
2020 has been a volatile year for the stock market. Volatile means sharp moves downward as well as sharp moves upward. We've seen historic swings in both directions, and these swings make people nervous. Some people react in these situations and let their emotions dictate...
If your filing cabinet is bigger than your computer, your filing cabinet is too big. Let us show you how you can turn your paper clutter into digital documents that are easy to save, search, and send — whether you own scanning hardware or not....
Does the idea of creating a budget keep you from getting too close to a spreadsheet? Let me show you just how simple — and beneficial — a budget can be....
The U.S. government passed a $2 trillion bill, the CARES Act, to lessen the economic impacts of COVID-19 by distributing funds to individuals, small businesses, and more. Learn what the bill could mean for you and how you can plan your finances accordingly during this...
How could the new tax deadline of July 15, 2020, impact you? Learn what’s changing at the federal and state levels, how you can make the most of the postponement, and how to stay up to date....
If you think you have to be rich or close to retirement to work with a financial planner, think again. I’ll dispel some industry falsities — and share some truths that could help you on your path to financial independence....
How can you avoid excessive investment management fees and limit your transaction costs? By focusing on what you can control. Learn about the differences between active and passive investing philosophies — plus, why Warren Buffett took the less-glamorous option and used it to win a bet....
This is an interesting one, no? I mean, here you are on a website called Financial Planning Fort Collins, and you are going to read about what a financial plan is. But interestingly enough, I think this does need some explanation. The reason I say...
| Assets Under Management | Annual Fee |
|---|---|
| $0 - $1,000,000 | 0.60% |
| $1,000,000 - $3,000,000 | 0.50% |
| $3,000,000 - $5,000,000 | 0.25% |
| $5,000,000 and above | 0.10% |