Reflecting on 2020: 5 Financial Industry Impacts
As we get closer to the end of 2020, we reflect on a most unusual year. Learn about five financial impacts that affected us and the industry this year....
Blog
Why a Financial Plan Should Make Your 2021 Resolution List
What’s on your list of New Year’s resolutions? If you’d like to improve your financial life in 2021, a financial plan could be your most useful tool. Learn why a financial plan should make your list — and how you can stick to your resolution....
Happier Spending: Enjoy Your Money Guilt-Free
You work hard for your money. Give yourself plenty of opportunities to have fun with it! Learn how you can make spending more enjoyable — and grab our Happier Spending Worksheet so you can make your plan and put it into action....
In the Mood for Giving
My evidence may be anecdotal, but I like to think of Fort Collins as a philanthropic city. Sharing a home with a major university and several very worthy nonprofit organizations, it seems many Fort Collins residents open their hearts and their wallets to great causes....
I Just Received an Inheritance … Now What?
You just received an inheritance. What steps should you take next? With the right approach to processing and planning, then putting your plan into action, you can create not only an inheritance plan — but also a strategy that allows you to continue a legacy...
Financial Planning: Create Your Holiday 2020 Survival Guide
Are you ready for the holidays? Now is the perfect time to start preparing if you haven’t already. From doing the numbers on your budget to making your list and checking it twice, your financial plan can guide your survival this holiday season. ...
You’re Invited: Join the Webinar and Create Your D.R.E.A.M. Budget!
Ready to be more intentional with your spending? Join our webinar and create your D.R.E.A.M. budget with cash-flow expert Nick True! Learn about Nick, get webinar details, and find the registration link inside....
Back to Basics: Employee Benefits
From health to retirement as well as disability and life insurance, employee benefit offerings can be robust. How can you choose the best options for you? Let’s go back to basics on employee benefits....
Calm the F(inancial) Down
Calm your financial anxiety. You can’t predict the timing of market declines, natural disasters, or personal life curveballs. Yet we have a unique opportunity on the horizon. The upcoming presidential election may cause some chaos — but it doesn’t need to make your financial life...
My Company Just Had Its IPO. Now What?
Your employer just had an Initial Public Offering (IPO). While you’ve worked there, you and your co-workers have been rewarded with stock and/or stock options, and you knew that there might be a big payday with an IPO. Now it’s happened — and you’ve got some...