We’re not on the brink of a technological revolution—the technological revolution is already here. Undoubtedly the biggest news of 2023, the rapid advance of AI has blown us all away with its power.  ..read more

New year, new you? Now that the calendar has flipped to 2024, it’s a good time to review your finances. A new year is a great chance to start fresh and take actions that will set you up for the future. Here are 13 financial planning strategies you can use now to plan your year ahead ..read more

DIY investing is all the rage these days. Financial education is readily available everywhere you look. Banks, wealth management firms, and financial institutions publish free information on their homepages and in blogs (like this one). “Financial gurus” share investment advice on LinkedIn, YouTube, and TikTok. Hence, it’s easy to think you can handle your own money management. You don't need a financial advisor…right?  ..read more

You’ve heard about GenX, Millennials, and GenZ, but what about the sandwich generation? The term describes people who are “sandwiched” between their caring for their own children and an aging parent. According to an October 2022 Pew Research Center survey, Americans in their 40s and 50s are most likely to be part of this group.  ..read more

The history of pension plans for retirement goes back a long time. In the United States, pensions can be traced back to the 18th century, when surviving soldiers of the American Revolutionary War received a lifetime income benefit (called a pension). During World War II, this form of lifetime benefit grew in popularity, especially with governments and unionized industries.  ..read more

[Updated November 2, 2023 ..read more

In August 2023, Hurricane Hilary (later downgraded to a tropical storm) hit Southern California and Mexico with unprecedented flooding, landslides and mudslides. The tropical storm warning was the region’s first-ever, and it left behind over $100 million in damage throughout Riverside County ..read more

If you’re a senior aged 65 or older living in Colorado, you may qualify for property tax exemptions to help lower your tax bill.  ..read more

Do we actually need a National 401(k) Day? Actually, it might be more necessary than you think.  ..read more

Starting in 2024, there will be a major change to 529 plans that allow for a new transfer option to Roth IRAs. The new provision is part of the SECURE 2.0 Act, passed by Congress in late 2022.  ..read more