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Protecting Minor Children with Estate Planning

Published by Beth Schanou A current estate plan is important to have in place for senior citizens.  This planning is just as vital for parents of minor children for two important reasons:  naming a guardian and arranging for the management of the children’s inheritance.

Relax, Reflect, and Roll On

Published by: Rob Furlong I recently celebrated a milestone birthday doing one of my favorite things in one of my favorite places: riding my bike in the San Juan Mountains of southern Colorado.

Fall Financial Planning

While you’ve probably already begun to enjoy pumpkin spice lattes, several types of pumpkin flavored beer, and most importantly – the start of football season, next week officially marks the first day of fall. As the calendar changes season and we get closer to the end of the year, now is a …

4 Ways to Protect Your Credit

Published by Jason Comes Identity theft and credit fraud are all over the news these days. So what can you do to combat potential credit fraud? Follow these simple steps to help protect your credit.

Are You Focused on the Right Things?

Published by Mark Petersen There are many people who rely upon themselves to do many tasks. In talking with them, one common refrain is, “No one will pay more attention to my stuff than I will.” The question then becomes, “Are you paying attention to the right things and/or are you consulti …

Home Buying & the American Dream

Remember the American Dream? Go to college, get married, work hard, buy a home, then have 2 kids, add a dog and cruise control. Times have changed and many people are well into their 30’s when they first consider purchasing a home for the first time.

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