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....
Back to Basics
Back to Basics: Financial Independence
Have you ever thought of retiring early? What about becoming less reliant on working for a living? Read on to learn more about financial independence, from how you can get started to its perks and some areas to carefully consider before making the leap....
Back to Basics: So You Want to Buy a Home …
There are many reasons for wanting to dive into homeownership. Whether it’s your first home or a dream vacation getaway, let me show you the basic steps that can help you save in the long run and protect your investment....
Back to Basics: Property and Casualty Insurance Review
Is your property and casualty insurance ready for the New Year? Learn how the hidden benefits in your insurance policies could help you manage risk and kick off 2021 with confidence....
Back to Basics: Risk Management
Insurance is far from the only way to manage risks. Learn risk management basics, different methods for handling risk, and how to properly use insurance as a risk management tool when it's the right method....
Back to Basics: A Financial Plan
This is an interesting one, no? I mean, here you are on a website called Financial Planning Fort Collins, and you are going to read about what a financial plan is. But interestingly enough, I think this does need some explanation. The reason I say...
Back to Basics: Mortgage Refinancing
Are you considering refinancing your mortgage loan? There are benefits — and potential setbacks — you might want to consider before jumping in. Let me help you decide if refinancing is the right move for you. Plus, check out my step-by-step guide to mortgage refinancing....
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....
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....
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