Women differ from men in their attitudes and expectations when it comes to money management and financial planning. Enough studies into these differences have been conducted for them to now be fully acknowledged, even by the predominantly male financial services industry. We dove deeper in to this topic to learn more about what those differences are and how advisors should take them into account to best service their female clients.READ MORE
Think of a financial plan as a map of your financial future. Financial planning is the process of defining your goals, taking an inventory of your current financial situation, and devising a strategy to achieve your goals. Then, after you implement the plan’s actions, you review the progress made toward your goals, and revise your plan as needed. Financial planning is not a one-time exercise, but rather a lifelong process.READ MORE
What comes to mind when you hear the following: “made locally with the finest ingredients by passionate people committed to the process and the product?” My first thought is, “a new craft brewery must be opening down the street,” but it also describes a major trend in the seemingly unrelated world of wealth management – the rise of Registered Investment Advisors (RIAs). If RIAs sounds like Wall Street jargon to you, think of them as “craft advisors.” READ MORE
Today is Colorado Gives Day, an initiative put on by the Community First Foundation every year to help benefit participating Colorado nonprofits (over 1,800 at last count).
A $1,000,000 incentive fund helps boost every donation and the event drives lots of extra publicity for nonprofits all over the state. The free nonprofit database is also a great research tool when looking into Colorado charities.
We are proud to contribute as a firm during the state’s largest single-day giving initiative and hope you find a way to do so as well.
Even though high net worth Americans trust nonprofits more than three times as much as Congress to solve domestic and world problems, you should still exercise prudent care when selecting charities.READ MORE
A few years ago my husband and I decided that we needed help putting our financial future on track, in spite of a PhD (his) and an MBA (mine). I studied the many flavors of financial advisors and concluded that a fee-only advisor with a Certified Financial Planner® (CFP®) designation would be the only way to go. Why?READ MORE
Social Security is changing in 2016. Congress is limiting and ultimately phasing out some existing claiming strategies for married couples. These changes, which allowed you maximize benefits, will take effect less than 5 months from now. READ MORE