From My Blog

boxes organizing donations

As you prepare your home for the holidays, you might...

friends exchanging christmas gifts

Do you remember the Friends episode when the group became...

pad of paper with inheritance tax written on it

As a financial advisor who has worked with Colorado residents...

woman talking to parents about finances

With the holidays right around the corner, you might be...

middle aged woman working on computer

You’ve probably run across articles about phased retirement, a fairly...

computer and pad of paper with retirement plan written on it

Since 2020, the U.S. has seen a record number of...

US Capital and a background of money

We’ve talked about the benefits of women in politics. Now...

woman on ipad

I don’t know about you, but about mid-August, I start...

houses with an arrow pointing up

I live in the beautiful state of Colorado. We have...

heart, clock and a sign that says long term care

We’ve touched on long-term care options in the past, but...

single woman traveling

If you look around at your family and friends, you...

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