Not Your Parents’ Financial Planning
From accessibility to technology and more, financial planning has evolved over the years. This isn’t your parents’ financial planning. Learn what’s changed — even over the last couple of decades....
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Comprehensive Services: The Financial Planning Process
Of course financial planning is a part of the Financial Planning Fort Collins process, but what is it exactly? I’ll explain what goes into creating, implementing — and maintaining — a financial plan....
Back to Basics: Health Insurance
Are you uninsured, underinsured, or just wanting a better understanding of your health insurance? From health insurance basics to how you can find the right coverage for your needs and more, let’s go back to basics....
Hello from #XYPNLIVE!
Greetings from St. Louis! While I’m at #XYPNLIVE, a national fee-only financial planning conference, you can check out my media mentions on the “In the News” page....
An Alternative to What?
What’s an “alternative” investment? And what makes it different from traditional investments, like stocks, bonds, and cash? Get the answers, and learn the long and short of it — pun intended — when it comes to alternative investment strategies....
Making It Less Complicated: Flat-Fee vs. AUM-Based Pricing
What does AUM mean — and how are financial planning fees based on assets under management calculated? Learn the difference between flat-fee and AUM-based pricing, and what makes a flat fee not only less complicated but also potentially easier to understand in terms of value....
Back to Basics: Life Insurance
Is life insurance right for you? If so, how much do you need? From whole life to term and individual or group — and everything in between — explore the different types available and learn how a life insurance policy could offer you peace of...
Back to Basics: Changing Employers? What You Can Do With Your Retirement Plan
When you change jobs, you often have some important decisions to make. But what can you do with your former employer’s retirement plan? Learn why it’s important to understand your options — and how each could affect your retirement savings....
The Federal Reserve Lowered Rates for the First Time in Over a Decade — What It Means for You
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....
Comprehensive Services: What ‘Services’ Does It Include?
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....