Financial planning blog

Timely and free financial planning advice

Post Image featuring financial advice and planning strategies

October 31, 2023

Regrets of the Dying

Halloween is here! Let’s make it real. Here are The Top Five Regrets of the Dying, written by Bronnie Ware in 2009. Our friend Annalee Kruger has spent more than 30 years as a professional caregiver and is now an instructor to caregivers, as well as financial planners like me. Regrets of the dying: I...

Wealth advisor explaining financial strategies in a video

October 26, 2023

3 plans we need as we age video

We discuss the three plans everyone needs as we age. 1, a plan for our health, wellness and care. 2, a plan for our end-of-life. 3. An estate plan. Learn ways to improve care, expand your options and empower everyone to achieve “aging on your own terms.”

Network Team Podcast – Financial Insights & Tips

October 24, 2023

Episode 88: Family as an Asset Class Part 2

Family is an Asset Join Nathan Merrill and Jeff Krommendyk as they continue their interview with a special guest who discusses how family is an asset. We can diversify our money, as well as everything that means the most to us.

Healthcare costs and financial planning for retirement.

October 17, 2023

Aging and the Increasing Costs of Healthcare

In our most recent Lunch and Learn, Ryan from Transamerica taught us about the increasing costs of Healthcare in Retirement. One slide in particular took our breath away. Here is an image of that slide: Click the link to jump to Ryan’s presentation on Healthcare Cost Estimates . Today’s 55 year-old is likely to spend...

Senior couple reflecting on life lessons

October 10, 2023

Stanford’s Working for Life

You may live to 100. In fact, a researcher at Stanford predicts that someone alive today may live to 200! Stanford University Center on Longevity suggests that we need to continue WORKING for the rest of our lives! Yes, I said working. People need to feel needed. Stanford’s research summary is full of diagrams and...

Financial growth and investment strategies for wealth management

October 6, 2023

Estate Planning in Colorado: Preserving Wealth for Future Generations

Estate planning is not merely a financial task; it’s a heartfelt endeavor to ensure your hard-earned wealth benefits are passed on to your loved ones for generations to come. In the Centennial State of Colorado, understanding the nuances of estate planning is crucial to navigate the state’s laws and regulations effectively. In this comprehensive guide,...

October 3, 2023

Stanford’s Learning for Life

You may live to 100. In fact, a researcher at Stanford predicts that someone alive today may live to 200! Stanford University Center on Longevity suggests that we need to continue learning for the rest of our lives! People who are more highly educated: Gain access to health-improving resources and surroundings, and those advantages accrue...

two person making tax optimization strategies

September 29, 2023

Navigating Colorado’s Tax Landscape for Business Owners

Colorado’s breathtaking landscapes and vibrant business environment make it an appealing state for entrepreneurs. However, understanding the tax landscape is crucial to ensure that your business thrives, and your wealth is maximized. In this comprehensive guide, we’ll delve into the intricacies of Colorado’s tax system, shedding light on state tax considerations and strategies for business...

Older business owner passing documents to the next generation

September 28, 2023

The Art of Business Exit Planning: Navigating the Road to Success

Exiting a business can be as challenging as building one. Yet, with careful planning and execution, it can be an immensely rewarding endeavor, providing financial security, a sense of accomplishment, and the opportunity to start anew. This blog will serve as your comprehensive guide to mastering the art of business exit planning. We’ll explore the...