Tag: financial planning Boulder CO
Qualified Personal Residence Trust Option
If estate tax looms large for a wealthy family, a Qualified Personal Residence Trust (QPRT) is an advanced estate planning strategy that can transfer a...
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Estate and Legacy Planning Considerations
Assisting your child in buying their first home is a growing trend for many parents, especially given the cost of entry into homeownership in recent...
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Buying a Second Property or Investment Property to Transition to Your Child
Whether your child is heading off to college, beginning their career, or simply needing a stable living situation, buying and owning a second property or...
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Understanding the One Big Beautiful Bill Act: What It Means for You
On July 4th, 2025, President Trump signed the One Big Beautiful Bill Act (“OBBBA”) into law. This sweeping legislation reshapes U.S. tax law, providing households...
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Loaning the Down Payment for Your Child’s First Home
As a parent, you want your child to build a solid financial foundation, especially as they grow their family and career. One way to help...
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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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