Tag: financial planning Boulder CO
Should You Gift a Down Payment or the Entire Purchase Price to Your Child?
Buying a first home is one of the biggest milestones in life, and as a parent, you may want to help make it happen for...
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Building Wealth with Discipline and Diversification
Building wealth is a personal, long-term journey requiring a disciplined approach to avoid the emotional hurdles that investing presents us. One of the toughest challenges...
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Should You Co-Sign or Co-Borrow for Your Child’s First Home?
Purchasing a first home has become increasingly challenging for young adults due to rising home prices and elevated mortgage rates. As of April 2025, the...
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Financial Intelligence Newsletter for Q2 2025
In this publication of Financial Intelligence, I have included an article dedicated to Retirement Community and Assisted Living Planning. There are so many options, layers...
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A Financial Planning Update (2025 Challenges and Opportunities)
With every New Year, we suggest that you revisit your financial goals, understand the challenges and opportunities that lie ahead, and together with your financial...
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Financial Intelligence Newsletter for Q4 2024
In this publication of Financial Intelligence, I have included a year end financial planning article which includes actions to consider as we near the end of...
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Financial Intelligence Newsletter for Q3 2024
In this publication of Financial Intelligence, I have included an article providing an update on inherited IRAs and whether RMDs are due during the mandated...
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