Financial Planning

When You Must Go It Alone – Financial Independence And Divorce

I am very fortunate to be able to say that I am a happily married woman. Even so, I have had divorce on my mind lately because I recently obtained the Certified Financial Divorce Analyst (CDFA®) designation. Studying this curriculum has deepened my understanding of the divorce process in general.  More specifically, it has given me a deeper knowledge of the short-term and long-term consequences of asset split decisions during divorce.READ MORE

Important Legal Documents Every 18-Year-Old Should Have

Our firm recently hosted an evening seminar on long term care and estate planning. After having introduced the speaker, Anton Dworak J.D., LLM (Lyons Gaddis Kahn Hall Jeffers Dworak & Grant, PC) I was sitting in the audience casually listening to his presentation. I expected to only hear familiar facts. I am, after all, a financial planner! Figure my embarrassment READ MORE

Tips for Year-End Planning

The end of 2017 is in sight. But there still is time to make some adjustments to your finances and get ready to start 2018 strong. Here are a few tips to consider:READ MORE

Women Are Not Men

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

Why do I Need a Financial Plan?

What is Financial Planning?

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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 Do Advisors And Beer Have In Common?

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.”
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Charitable Giving – Colorado Gives Day

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.