Financial planning blog

Timely and free financial planning advice

December 23, 2020

Self-Care and Covid-19

Dr. Lisa Brenner, Vice Chair of Research, Physical Medicine and Rehabilitation for the VA and Professor at the University of Colorado, Anschutz Medical Campus, delivered a great presentation about Covid-19 and physical and mental health. She mentioned a phenomenon that happens that when things get tough, we come close together. We can actually become more...

December 15, 2020

Music Videos, Podcasts and More!

Check out your financial advisors dancing! Even though we had to cancel this year’s holiday party, we want to share with you our 2 minutes of festive fun. No humans were harmed in the creation of this video. Holiday Video 2020 Expert Network Team Podcast Check out our new podcast! Karl Frank sits down with...

December 3, 2020

Covid-19 and Your Financial Plans

Cameron Morgan and Dave Stevens recently gave a brief and information-packed lunch and learn. Watch the video to see how financial planning in the pandemic age is different in several key ways. Dave and Cameron’s advice includes: Complete the family financial album. You may download a copy here, on our website, or just email your...

Roth IRA concept with pink piggy bank and financial planning.

November 25, 2020

Roth 401K – Essential Guide to Investing & Growing Money Tax Free in 2024

The Roth 401k is a great way for people to go tax free! Roth 401k plans have been around for over a decade but are widely misunderstood. Instead of just growing your money for retirement in a tax-deferred 401k, you could grow it in a Roth 401k and never be taxed again! The rules for...

November 25, 2020

Reasons to be Thankful with Your Financial Plans

Roth IRA and Roth 401k If you are going to be in a lower income this year than in years past or years future, this may be a year for you to contribute more to your Roth 401k or Roth IRA than you might otherwise. Why? Because your Roth IRA and Roth 401k contributions are...

November 12, 2020

What’s next for our investment portfolios?

In years past, the election week and week after have been fairly dramatic, either up or down. This year was no exception. If the current uptrend continues, it may end up a bigger increase than any of the charts shown below. (1) ...

November 4, 2020

The Results are…

In? Not yet in? The results are what? Check out this Periscope for a summary of our thoughts about the election and investments. We start with links to our two most recent Lunch and Learns: Presidential Election Myths and Truths End of Year 2020 Financial and Tax Planning Here is a recap of our...

October 28, 2020

This Most Important Election is So Different

Read this week’s Periscope for more specific commentary about this year’s election cycle—one week before election day. If you read last week’s Periscope, Investing Before the Biggest Most Important Election of Our Lives, you’ll recall I expressed a feeling that I’ve heard from several close friends of mine: “I cannot keep myself safe!” We are...

October 22, 2020

Investing Right Before the Biggest Most Important Election of Our Lives

Read this Periscope for a timely reminder of our timeless beliefs. E-mail readers get a link to the complete quarterly investment commentary. Last week, I discussed three crazy-bad “investment” ideas: Silly. Really. I do not believe we should place our hard-earned money in those places. This week, let’s discuss what we should do, and what...