Business owners frequently ask me questions like, “How can I save more on my taxes?” or “I owe a lot in taxes for last year. Do you know any strategies, like the ones wealthy individuals use, to reduce my tax
Consumer Advisory: Insurance Tips for Coloradans Affected by Wildfire Evacuations As a financial planner, I understand the challenges that come with sudden evacuations due to wildfires. Here are some important insurance tips to consider if you are affected. Recent Wildfire
In April, our family welcomed a new member—a delightful, energetic, and mischievous puppy named Catan. From the moment he arrived, Catan has brought immense joy and laughter into our home, quickly becoming a cherished part of our lives. Little did
As of this month, the S&P 500 index finds itself in an unprecedented position. A staggering 20% of its total weight is concentrated in just three companies: Microsoft (MSFT), Apple (AAPL), and Nvidia (NVDA). We are calling this the MEGA-MEGA
