When it comes to estate planning, trust-owned homes are a common tool for avoiding probate and ensuring a smooth transfer of assets. However, they can unintentionally create insurance issues if the property title and insurance policy aren’t aligned. A recent
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
Embarking on your financial planning journey might feel like a giant leap, but remember: every expert was once a beginner. Let’s take this step together, ensuring your financial stability and prosperity with some essential tips: 1. The Safety Net of
Startups and other organizations frequently offer two primary kinds of stock options as part of their compensation packages for employees: Incentive Stock Options (ISOs) and Non-Qualified Stock Options (NSOs). In addition to these, companies may present other forms of equity-based
Here’s how you can freeze your credit to protect yourself from identity theft and fraud. It’s free to file a credit freeze, and don’t worry, it won’t have any negative impact on your credit. This is the most secure method
Estate planning is one of the most skipped parts of peoples’ financial lives. Whether you’ve put it off because you didn’t know anything about it, it’s boring, expensive, or because you don’t think you have enough assets, I hope this
Financial problems are one of the most cited causes of divorce and crafting a Divorce Financial Plan can be your best opportunity for a new start. The compounding stresses of money management and home economics can act as an accelerant for
