Financial Blog

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October 18, 2024

Business Owner Tax Considerations

Running a business can be quite intricate with various aspects to manage and one key element is handling taxes.

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December 31, 2024

When Should I Get a Financial Advisor

When do you think it's a good idea to reach out to a financial advisor? It's a question many people ponder as they navigate their path. While some believe financial advisors are only, for the wealthy the reality is that everyone can gain from the knowledge and advice of a professional.

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July 30, 2024

Restricted Stock Units

Restricted stock units (RSUs) are a form of equity compensation that many companies offer to their employees as a way to incentivize them to stay with the company and share in its success. RSUs can be a valuable asset, but they also come with their own set of financial planning considerations.

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August 28, 2023

How to Stop Subconsciously Sabotaging Your Financial Goals

How often do you set new financial goals? How often do you achieve them? Most of us aren’t very successful with our goals, even when we have the best intentions and strong willpower. Sometimes, that’s because we’re setting unattainable goals. Other times, we’re missing the big picture and setting our goals with blinders on.

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July 30, 2024

Roth IRA or Traditional IRA?

When it comes to preparing for your retirement, it’s essential to choose a plan that suits your present income situation and your future financial goals.

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June 18, 2024

Independent Financial Advisor vs Captive Advisor

Understand the contrasting services provided by captive and independent financial advisors.

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August 21, 2023

Financial Planning in Your 30s: 3 Goal Ideas for 30-Somethings

30 can be a divisive number. Some see it as the time you’re thrown into full-blown adulthood, whether you’re ready or not. Others consider 30 the early years before your true confidence shines; in your career, relationships, or even in yourself. Either way, your thirties are a great age filled with opportunity.

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September 25, 2023

What to Do With a Sudden Windfall

While winning the lottery is well outside mainstream reality for most people, it’s not uncommon to suddenly receive a large inheritance, a settlement, or perhaps a stroke of good luck. There are several stories of the major failings of people who’ve come into money only to see it disappear.

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August 2, 2024

Stock Options and Equity Compensation

Stock options can be a valuable asset in an individual's investment portfolio, but they are also complex financial instruments that require careful consideration.

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September 4, 2023

Financial Planning Basics: Creating and Maintaining a Budget

Whether you’re earning a six-figure salary or just out of college, many people feel budgeting is essential. Especially with the current economic climate, having a budget that you stick to may help keep spending under control, improve your savings, help you plan for retirement or other future goals, and keep debt manageable.

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January 22, 2024

Self Employed Workers -- Family and Medical Leave Insurance

The state of Colorado has recently taken a significant leap forward in promoting family-friendly policies.

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October 2, 2023

Navigating Fiscal Dramas and Market Downturns: What You Need to Know

The world of finance is never static. It's an ever-changing landscape that reflects the ebb and flow of economic indicators, political events, and public sentiment. Lately, the chatter about market downturns and fiscal squabbles in Washington has reached a fever pitch. So, let's break it all down for better understanding.

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