Reflecting on 2020: 5 Financial Industry Impacts
As we get closer to the end of 2020, we reflect on a most unusual year. Learn about five financial impacts that affected us and the industry this year....
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Plan Your Finances with the CARES Act
The U.S. government passed a $2 trillion bill, the CARES Act, to lessen the economic impacts of COVID-19 by distributing funds to individuals, small businesses, and more. Learn what the bill could mean for you and how you can plan your finances accordingly during this...
Financial Planning Fort Collins Welcomes Dan Andrews, CFP®
Announcing the latest addition to the Financial Planning Fort Collins team, Vice President of Financial Planning Dan Andrews, CFP®! ...
SECURE Act: What It Could Mean for You
With 26 provisions due to go into effect Jan. 1, 2020, are you ready for the what the SECURE Act could bring to you and your retirement savings? Learn what’s changing, how it could affect you, and more....
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....
What Does the SEC’s ‘Reg BI’ Ruling Mean?
What is the U.S. Securities and Exchange Commission’s “Regulation Best Interest” ruling? And what does Reg BI mean for you as an individual investor? Get the details — and learn about the new Form CRS....