Ideas & Insights

Charitable Giving

December 08, 2016, No Comments by Shannon E. Johnson


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 is inspiring you to pause or you're thinking of year end planning, it's helpful to know some basic charitable giving information before the year-end tax deadlines. 

3 Ways to Give Back for Thanksgiving

November 24, 2015, No Comments by Shannon E. Johnson


If you're checking off your to-do list before Thanksgiving, you are not alone! I am working my way through how much butter I actually need to purchase this week (does 12 sticks seem excessive to you?). And while the holidays are a great time to be thankful and enjoy festivities, it's always important to pause and think about how to give back. If you're in the Denver area,  9 News released a list of local charities you can help this season; here are a few to check out: 

Charitable Giving

November 20, 2014, No Comments by Shannon E. Johnson


The holiday season is almost upon us. As we all start (or put off) the seasonal planning, its pretty interesting to think about the amount of time, energy and money that goes into the big feasts or festive parties.

Long-Term Care Insurance

November 18, 2014, No Comments by Niels A. Jepsen


As the population is living longer and beginning to have lengthier retirements, long term care insurance becomes an essential financial planning topic. 

Election Day

November 04, 2014, No Comments by Kimberly L. Curtis

November 4, 2014: election day... we're all hearing the constant advertisements and having our mailboxes full of election mailers. Fun, fun! 

Financial Planning Days

October 08, 2014, No Comments by Niels A. Jepsen

Do you have a financial plan? With pensions going by the wayside, retirement planning has been forced upon the individual. The security of long term company support no longer exists and individuals are now completely in charge of their retirement outcomes. What does this mean? It means a comprehensive financial plan is essential.

Personal Finance Blind Spots

August 26, 2014, No Comments by Kimberly L. Curtis


Your family is, in many ways, a reflection of you. That means you get credit for all of the wonderful things in your family, but also to take responsibility for the not so wonderful.  In our view, accepting this leadership concept of responsibility is the necessary first step for you to begin seeing your blind spots.

5 Stats You Didn't know about Charitable Giving

August 19, 2014, No Comments by Niels A. Jepsen


At this point, we've all seen the videos and shout outs: “I’ve been nominated by so and so and am accepting the ALS Ice Bucket Challenge. Now I nominate…”

Education Options for Grandparents

August 13, 2014, No Comments by Shannon E. Johnson


A recent AARP study of 1,904 grandparents showed that 96% of grandparents say they spend money on their grandchildren.

Money Map for Kids

August 12, 2014, No Comments by Kimberly L. Curtis


As people are starting to plan for their Labor Day weekends, it has me wondering… where did summer go??!

Subscribe to Email Updates


See More