Insights

There’s been lots of coverage in the news the past couple of weeks about changes to Social Security claiming strategies, so we’d like to share a few key highlights about what’s changed and how it may affect you.

Published by Beth Schanou A current estate plan is important to have in place for senior citizens.  This planning is just as vital for parents of minor children for two important reasons:  naming a guardian and arranging for the management of the children’s inheritance.

Published by: Rob Furlong I recently celebrated a milestone birthday doing one of my favorite things in one of my favorite places: riding my bike in the San Juan Mountains of southern Colorado.

While you’ve probably already begun to enjoy pumpkin spice lattes, several types of pumpkin flavored beer, and most importantly – the start of football season, next week officially marks the first day of fall. As the calendar changes season and we get closer to the end of the year, now is a …

Published by Jason Comes Identity theft and credit fraud are all over the news these days. So what can you do to combat potential credit fraud? Follow these simple steps to help protect your credit.

Published by Mark Petersen There are many people who rely upon themselves to do many tasks. In talking with them, one common refrain is, “No one will pay more attention to my stuff than I will.” The question then becomes, “Are you paying attention to the right things and/or are you consulti …

Remember the American Dream? Go to college, get married, work hard, buy a home, then have 2 kids, add a dog and cruise control. Times have changed and many people are well into their 30’s when they first consider purchasing a home for the first time.

Published by Teresa Milner Your 401k has a meaningful purpose, but are you failing to meet its objective? Are you using your 401k to provide meaningful retirement income? If there isn’t a company plan offered, are you looking ahead and planning for yourself?

Published by Beth Schanou Our clients experience a variety of motivations to commence working with our team on the development of a financial plan.

Each day, thousands, if not millions, of factors influence market trends. These range from individual investors’ collective buy and sell decisions to whether a country’s central bank decides to buy back its own bonds.