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Tax preparation checklist

Tax preparation checklist

Why procrastination isn’t worth it  Tax season can be a daunting time for many, but with proper planning and preparation, it doesn’t have to be a stressful ordeal. By starting early and gathering all the necessary documents, you can streamline the process...
Debt consolidation & management done right

Debt consolidation & management done right

Foundation of debt management Creating an inventory Choosing the best strategy Avoiding common pitfalls Debt negotiation and settlement options Conclusion A guide for Coloradans: building a healthier financial future Debt management serves as a cornerstone of...
Accomplish your philanthropic goals

Accomplish your philanthropic goals

Set up a charitable remainder trust A charitable remainder trust is a legal arrangement that involves donating assets to an irrevocable trust to benefit charity, while allowing you (or other beneficiaries you name) to receive annual income for life or for a designated...
Avoid a social media crisis

Avoid a social media crisis

Strategies to get your messaging back on track A social media crisis usually refers to a situation that is being played out publicly on social networks through comments and sharing, amplifying an issue to extreme proportions, often involving inaccurate or inflammatory...