Beyond the Basics: You Made Your Cash-Flow Plan, Now Track It!
What are your cash-flow plans for 2023? These three simple steps can help you make your plan and then do the most important part: Track it!...
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Beyond the Basics: Probate and Non-Probate in Your Estate
What happens when you die? To your stuff, that is! Learn about the probate process and how you can structure your estate....
3 Top Tips for 2023 Retirees
Retired now or going work-free in 2023? If you're retiring the right way, you don't want to miss these three top tips for retirees! From getting your budget in check to going for your goals and passing it on, get ready to make the most...
Hot Topics: SECURE 2.0 Act
With the SECURE 2.0 Act having passed near the end of 2022, what do its provisions mean for you? Let us break down the key parts....
Your 2023 Contribution Limits
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....
Beyond the Basics: Deciding Whether or Not to Do a Roth Conversion — A 3-Step Method
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!...
Beyond the [Employee Benefits] Basics: Flexible Spending Accounts (FSAs)
Is an FSA one of your employee benefits options? Get the details on medical FSAs and dependent care FSAs — and how much to contribute....
Donor-Advised Funds: 6 Reasons Why I Like Having One
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!...
Celebrating 10 Years of Financial Planning Fort Collins!
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!...
Don’t Be a Peanut Butter Philanthropist
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!...