What could you accomplish by living on one income? With some mindful budgeting and other lifestyle changes, childfree couples can live on one salary. If you were able to save half of your household income, how would you utilize the extra money? Explore ideas on...
Learn about the upcoming merger between Charles Schwab and TD Ameritrade, its impact on your accounts, and how to prepare for the transition process. Plus, find key transition dates and other important information, including how the FPFoCo team will support you throughout the transition....
Discover some of the best financial advisors in FoCo and Northern Colorado. Learn how to interview prospective advisors, discuss your financial needs, set goals, and ask important questions. We’ll guide you toward finding the perfect match for your personal financial planning needs....
Whether it's getting withholding right, properly utilizing an HSA, making the most from the tax efficiency of rental property, or taking advantage of new tax laws, the key is to stay engaged and proactive in your 2023 tax planning. Read about Jason’s takeaways from the...
Are you a DINKWAD? Find out — and learn about five financial aspects that make being childfree with pets unique. Plus, get insights and ideas on managing the financial considerations of including pets in your childfree lifestyle....
How well do you understand the risks inherent in your investment portfolio — and how did you get to that level of risk? From your risk tolerance (how much you're willing to take) and your risk capacity (how much you can handle) to your risk preference...
From marriage and career changes to disability and natural disasters, lots of life events — both positive and negative — require some financial planning. Learn what they are and what to do on the financial side of life if you experience one of these events or transitions....
Did you know that your child will experience one of life’s major financial planning milestones almost as soon as they’re born? From the key moments all children and young adults share to other mini-milestones that you can add along the way, check out these key...
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...
Does your equity compensation package seem more like alphabet soup than an employee benefit? Learn what the acronyms in your equity comp package mean — and the basics of what this benefit could mean for you....
| 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% |