Get ready for new contribution limits in the New Year! 2023 is bringing with it increased maximums in your 401(k), IRA, HSA, and more. Check out the changes and a per-pay-period breakdown for taking it to the limit if you plan to reach the max....
In the midst of the holiday season and with a new year right around the corner, have you been thinking about charitable giving? See how you can make your giving go further and decrease your taxes while making an impact on the causes most important...
Roth conversions can be great tax-planning opportunities. But is one right for you? And should you do it this year? Follow these three steps to find out!...
Is an FSA one of your employee benefits options? Get the details on medical FSAs and dependent care FSAs — and how much to contribute....
You might already know that a donor-advised fund (DAF) is a charitable giving account or the mechanics of how one works. But what are the true benefits of using and making donations via a DAF? Let me tell you my favorites!...
Did you know that Financial Planning Fort Collins has been around for a decade? Join us as we look back on 10 years of educating our loyal blog followers and website visitors alike!...
Mmmmm, peanut butter! But as a philanthropist, are you spreading your charitable contributions a little too thin? Learn what a "peanut butter philanthropist" is and how avoiding this approach can help you improve your giving strategy — and increase your tax efficiency!...
Nothing is free, but what goes into a fee? In the spirit of transparency, let me tell you how we price our Comprehensive Services — and why. I think you'll find that our fees really are simple, fair, and transparent....
You've seen it all over the news: Up to $10,000 in student loan debt forgiveness, or up to $20,000 for Pell Grant recipients. Here, you'll find a case study, tax impacts, and strategies for your student loans, whether you're eligible for this forgiveness or not....
From childcare to college and more, many financial plans involve planning for children. But for individuals and couples without children, financial planning requires a different approach. Learn about key considerations — such as life and disability insurance as well as estate planning — for SINKs...
| 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% |