Financial Planners Share Their Top 5 Money Tips and Tricks
Ever wondered what money moves financial planners make in their personal lives? Check out these money tips from our CFP professionals!...
Planning
Romance and Money: Let’s Get Fiscal!
Romance is in the air for Valentine’s Day, and we released a Personal Finance Module titled "Romance & Money." Here’s a free preview!...
7 Irrational Money Behaviors — and How to Combat Them
To help you gain confidence and to develop systems as you improve your money habits, why not learn from others who make careers in helping people make better financial decisions?...
Let’s Do the Numbers: The 2021 Financial Planning Updates You Need
New year, new numbers! From a contribution limit change to tax law updates and more, get ready for 2021 with the know-how you need to make the most of your financial plan....
Why a Financial Plan Should Make Your 2021 Resolution List
What’s on your list of New Year’s resolutions? If you’d like to improve your financial life in 2021, a financial plan could be your most useful tool. Learn why a financial plan should make your list — and how you can stick to your resolution....
Happier Spending: Enjoy Your Money Guilt-Free
You work hard for your money. Give yourself plenty of opportunities to have fun with it! Learn how you can make spending more enjoyable — and grab our Happier Spending Worksheet so you can make your plan and put it into action....
In the Mood for Giving
My evidence may be anecdotal, but I like to think of Fort Collins as a philanthropic city. Sharing a home with a major university and several very worthy nonprofit organizations, it seems many Fort Collins residents open their hearts and their wallets to great causes....
I Just Received an Inheritance … Now What?
You just received an inheritance. What steps should you take next? With the right approach to processing and planning, then putting your plan into action, you can create not only an inheritance plan — but also a strategy that allows you to continue a legacy...
Financial Planning: Create Your Holiday 2020 Survival Guide
Are you ready for the holidays? Now is the perfect time to start preparing if you haven’t already. From doing the numbers on your budget to making your list and checking it twice, your financial plan can guide your survival this holiday season. ...
Calm the F(inancial) Down
Calm your financial anxiety. You can’t predict the timing of market declines, natural disasters, or personal life curveballs. Yet we have a unique opportunity on the horizon. The upcoming presidential election may cause some chaos — but it doesn’t need to make your financial life...