Tag Archives for " Certified Financial Planner "
Giving: A Guide To Year-End Charitable Planning
As the year draws to a close, many people think about pouring your blessings and making a difference through charitable contributions. End-of-year charitable planning is a wonderful opportunity not only
Continue reading#FA Success Ep 385: Unblocking Clients That Won’t Implement With A Journey Of Financial Health, With Danielle Howard
My guest on today’s podcast is Danielle Howard. Danielle is the founder of Wealth By Design, a hybrid advisory firm based in Glenwood Springs, Colorado, that oversees about $35 million in assets
Continue readingYour Aging Plan And People To Support You
An aging plan is a comprehensive strategy that outlines how an individual will address aspects of their life as they grow older. It is a pro-active approach to ensuring a person stays in control, makes
Continue readingSeven Reasons To Have A Different Type Of Financial Advisor In Retirement
It isn’t your grandparents or even parents’ retirement. With expanded life expectancy, there is potentially 25 to 30 years in the fall season. It is rare that you will “live off the principal”
Continue readingSix Steps To Better Financial Decisions
Money is easier to spend than ever. Unintended consequences of financial decisions have more impact than ever. Financial conversations are more complex than ever. Creating a Statement of Financial
Continue readingGrey Matters 2.0!
There are more of them every day. I may try to tame the grey hair on top of my head, yet I know they are going to win. The ones on my chin are another matter – that is a battle I refuse to lose. The
Continue readingWe Plan – God And The Government Laugh
There is no direct financial route to your future. It is a series of twists and turns, detours, backroads, highways and sometimes road closures. As a Certified Financial Planner practitioner, I have
Continue reading2023 Tax Trifecta
As we head into 2023, smart tax strategies will keep more money in your pocket now and down the road. Here are three changes taking place and some ideas on how to optimize these new IRS rulings. Tax
Continue readingPandemic Retirement Reset Opportunity
Our quest to expand lifespan has been successful to a point here in the United States. The fields of medicine combined with technology, government and private sector inroads have ushered in increased
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