Protecting your financial accounts and information is extremely important. Here are some steps to help you: Passwords and PINs Create...

Hello, I hope this note finds you healthy and hopeful. Of course, there are so many challenges that us individually and our country and...

A pension plan has become exceedingly rare, or at least that’s the conventional wisdom. But that doesn’t mean pensions are not still an...

Your asset allocation mix represents your personal decisions about how much of your portfolio to allocate to various investment...

Hello! I hope you have started to go out and explore again… many clients have taken road trips this summer; some through Colorado, I...

Everyone’s goals for retirement are different. Maybe your dream is to travel the world; maybe it’s to live closer to your grandchildren....

Despite the natural pull investors may feel toward stocks similar to those they’ve had good experiences with, the best way to reduce risk...

Tax-loss harvesting is choosing to sell some investments at a loss to reduce taxes on realized capital gains from other investments. The...

To make sure your retirement isn’t derailed, consider these tips: 1. Start saving now. Because of the power of compounding, starting to...

Many people believe they don’t need a will. But how valid are the more common reasons for not preparing a will? Your estate is too...

Retirement planning is a lifelong process. Below are some of the key retirement-planning actions you need to be taking from your 20s...

Organizing and planning an estate is not a simple process. After deciding who should receive major assets like your house, business,...

None of us know when a crisis is going to hit, and a job loss or sudden disability can be financially devastating. Financial...

Life is so precious and fragile. Since last I wrote we as the Hattig family and our community of friends and family have experienced a...

Wondering if you are like us…ready to come out of the ‘deep-freeze’ and enjoy the sunshine and outdoors! It’s been so good to talk with...

Merry Christmas 2020! What a Year! This has been a year full of challenges… but also a year of blessings… sometimes hidden or hard to...

Rules of thumb exist that say you should be insured for between six and 10 times your annual earnings. But these ranges can be very wide...

If you are new to investing, there is no doubt that you will make some mistakes, it just goes with the territory. However, you should...

Hello! It is hard to believe but the Holiday Season is nearly upon us! What a crazy year, I hope you can enjoy the coming season with...

2020 is one for the ages… Of course, each and every one of us has been affected in some way by this pandemic including a number of our...