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
Colorado Gives Day is on December 8th this year and we work closely with a number of local nonprofits as an investment advisor, as board members, and as volunteers. Our clients also ask us about charitable giving every year as the holidays approach. It’s only natural to launch a series of posts over the coming weeks to cover key topics for individual philanthropy. There is a treasure trove of information available online these days, but we hope this series serves as a useful starting point.