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Latest Articles

Insurance

  • Inventorying Your Possessions
  • When Life Insurance Becomes Taxable
  • Understanding Extended Care
  • Assess Life Insurance Needs
  • The A, B, C, & D of Medicare
  • Medicare Advantage 101
  • Silver Sneakers 101
  • Social Media: #NewestBusinessLiabilityRisk
  • How Insurance Deductibles Work
  • Insurance Needs Assessment: Married With Children

Money

  • How Big is Money?
  • Making Sense of HSAs and FSAs
  • What Can You Buy With 529 Distributions?
  • Personal Finance Calendar
  • What If Your Kids Decide Against College?
  • The Big Pause
  • What Will You Do With Your Bonus or Windfall?
  • Year-End Charitable Gifting and You
  • The History of Currency
  • Exploring the Federal Student Grant Program

Lifestyle

  • A Path to Serenity and Smart Money Choices
  • Prevent a Rift: Money Tips for Newlyweds
  • Fixed or Variable Mortgage, Which Should You Pick?
  • Mastering Mobile Lingo
  • Money Draining Food Myths
  • Changing Unhealthy Behaviors
  • The Financial Literacy Crisis
  • Putting a Price Tag On Your Health
  • How Boomers and Millennials Differ
  • Do Your Kids Know The Value of a Silver Spoon?
 

Contact

Office: (303) 278-2278

Fax: (720) 457-9484

1823 Ford St

Suite 104

Golden, CO 80401

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