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Shannon E. Johnson

Posts by Shannon E. Johnson

Retirement Confidence [Stats]

The Employee Benefit Research Institute completes an annual study about retirement confidence among workers. The findings for the 27th annual Retireme...

Mother's Day Savings [4 Tips]

No one wants to feel stingy when it comes to their mom-- a small token of gratitude for parenting is the least we can do, right? That being said, the ...

Mortgage Options [Infographic]

The housing market is starting to heat up--summer is right around the corner. If you're on the lookout for a new home, it's helpful to understand diff...

Job Transition [Checklist]

  So, you've landed the gig-- congrats! As you start a new job, it's an exciting time filled with possibilities. It can also be slightly chaotic as yo...

Investing and Taxes [Chart]

Now that we're officially in tax season, it time to start thinking about the tax impact of the activity in your investment accounts. As you start work...

How to Build Wealth if you have Debt [Interview]

Our CEO, Kim Curtis, spoke with Fox News in Colorado Springs about building wealth while paying off debt. Balancing retirement savings and debt repaym...

Charitable Giving

As we're counting down to 2017 and the year is coming to a close, you may begin to start thinking about charitable giving. Whether the holiday season ...

Halloween

Halloween is right around the corner! If  candy sticker shock is hitting you hard, here are a few fun ways to cut down the costs for the holiday: 

Paycheck ABCs

Every other week you watch funds come into you account... It's payday, hooray! So, when was the last time you took a few minutes to check out the summ...

Life Insurance Needs

September is National Life Insurance Awareness Month.  As fall approaches and the resources are readily available, it is an excellent time to consider...

Approaching Retirement?

Are you within ten years of retirement? If so, congratulations! With that exciting thought in mind, it's time to begin considering the different varia...

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