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....
News
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!...
What President Biden’s Student Loan Relief Plan Could Mean for You
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....
Hot Topics: Inflation, I-Bonds, and Recession
Inflation. I-Bonds. Recession. If any of these have been on your mind lately, you're not alone. We've been getting questions about all three recently, so we wanted to share our thoughts with you. Check out our take on today's hot topics!...
Regina Neenan Earns Certified Financial Planner™ Professional Certification
The newest CFP® professional on the Financial Planning Fort Collins team is someone with whom you're likely already familiar. Regina Neenan earned their Certified Financial Planner™ certification earlier this month and has also been promoted to Director of Cash-Flow and Insurance Planning. ...
How You Can Handle Increasing Inflation
Inflation. Whether you've seen it in the grocery store, at the gas pump, or elsewhere, it's been getting tougher to miss. Learn what The Federal Reserve is doing to combat rising prices, and how you can navigate inflationary pressures in your own financial life....
Dan Andrews, CFP®, Named an Accredited Estate Planner® Designee
We're thrilled to announce that our director of estate and financial planning has earned a fresh designation and is now Dan Andrews, CFP®, AEP®! Learn about Dan's Accredited Estate Planner® (AEP®) certification — and what this credential means for you as you work with Dan...
Financial Planning Fort Collins Welcomes Paraplanner
We're excited to introduce our newest team member, Bridgette Geno! Learn about our recent growth as well as little about Bridgette, her role with the team, and why she's looking forward to continuing to work with clients like you....
How the Tax Deadline Change Could Affect You
With the deadline to file and pay 2020 taxes extended to May 17, 2021, for federal filers as well as taxpayers in Colorado and California, here's what you need to know about the change and how it could impact you. Learn the details of what's changing,...
Financial Planning Fort Collins Introduces New Partners and Employee Membership Plan
Your Full-Time Fiduciary™ is now owned and operated by its entire staff of full-time fiduciaries. Learn about our new partners and membership plan as well as our commitment to our philanthropic program....
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