Now that the U.S. Federal Reserve has lowered the federal funds rate from 2.5% to 2.25%, what does the cut mean for your investments, savings, and borrowing? And is another recession on its way? Find out what the interest rate change could mean for you....
What does “comprehensive services” mean? It depends on the financial planner. Let me explain what’s included in the comprehensive services package I offer new clients here at Financial Planning Fort Collins....
What is the U.S. Securities and Exchange Commission’s “Regulation Best Interest” ruling? And what does Reg BI mean for you as an individual investor? Get the details — and learn about the new Form CRS....
How does Social Security work? How much will you receive? And when should you start taking benefits? If you have Social Security questions, you’re not alone. Read on to learn what you should consider on your path to retirement and how your decisions could impact...
With low interest rates available for mortgages and auto loans, why are credit card rates still so high? Some possible reasons as well as how you can make the best of a situation in which you have to carry a balance — or avoid credit...
Happy Independence Day! While tax season may seem like a distant memory for those haven’t filed extensions, July can be a great time to check in on your tax situation and begin planning for the rest of 2019. Learn about the history of taxes in...
Is your financial plan complete? Considering a 20-year-old today has a 25% chance of becoming disabled during his or her working years, disability insurance is an important consideration. Learn about coverage options and the value of protecting your income through accident and sickness insurance....
Looking for more ways to give money to the kids in your life? If Section 529 plans, Coverdell accounts, and IRAs don’t seem like the right gifting vehicles for you, the options in part 3 of our series may be of interest. Read on to...
What’s the difference between “good” and “bad” debt? Get a snapshot of debt levels in the U.S. today — and learn three of the most-used methods for paying it off....
In Part 2 of our series on giving money to kids, we explore two other higher education investment vehicles: the Coverdell Education Savings and individual retirement arrangement (IRA) accounts. Learn the ins and outs of each — as well as how they compare to 529 plans...
| 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% |