Author: Grant Bugner, CFP®
Tax-Efficient Investing: Strategies from Louisville, CO Financial Advisors
In mountaineering, reaching the summit is an exhilarating achievement—but seasoned climbers know the real danger often lies in the descent. The journey down demands as...
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Tax-Smart Investing & Retirement Planning Strategies
Why Tax Efficiency Matters in Retirement Planning No matter what phase of the wealth cycle you are in, taxes are a part of life, and...
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Asset Location: The Missing Piece in Your Investment Puzzle?
When managing your investments, you’ve probably heard financial professionals and talking heads use the term “diversification” quite often. One of the easy ways to think...
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My Personal Approach to Budgeting
My Personal Approach to Budgeting For years, I struggled with implementing an effective budgeting tool, drowning in the minutia of expense categorization. Should Chipotle go...
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Death, Taxes, and Identity Theft
Death, Taxes, and Identity Theft Although Benjamin Franklin’s famous quote on the certainty of death and taxes didn’t include the risk of identity theft, it...
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