2 Easy Ways to Reduce Your Taxes
https://www.youtube.com/watch?v=-uJsD8RMoEA
In preparation for this week’s Prosper On commentary, I Googled “How to reduce taxes.” The result: nearly 45 million pages. I didn’t have a chance to go through all the results, but those…
7 Simple Steps to Reduce your Tax Stress
https://www.youtube.com/watch?v=qZ_Id0qnFiQ
Our new Constitution is now established, and has an appearance that promises permanency: but in this world nothing can be said to be certain, except death and taxes,” wrote Benjamin Franklin in…
How to Control Your Finances When the Sky is Falling
https://www.youtube.com/watch?v=JcHxWIjJsFc
As the Dow reaches another all time high it seems like a good time to reflect on the past 12 years. Think about it: five years ago we thought the world was going to end. Today, we have recovered from…
3 Reasons Why Everyone Should Have a Financial Advisor
https://www.youtube.com/watch?v=QNq2E03joTg
Money is often a stressful issue for most people. It’s complicated, confusing, emotional and most of all – important. There is no way to simply put personal finance on the backburner and let it…
5 Good Ways to Simplify your Finances
https://www.youtube.com/watch?v=evfomErowSA
Life is complicated. From the daily onslaught of media to the complexities of our calendars or even the incomprehensible instructions of how to get my smart phone to quit buzzing and beeping when…
Prosper On: 2012 Wrap Up
https://www.youtube.com/watch?v=mKp9VPolgsE
Rather than provide the standard yearly wrap up, I thought it would be best to address the two most frequent questions I’ve been receiving. First, what was surprising about 2012? Second, what’s…
Get Fiscally Fit for 2013: Part 2
Last week my partner Greg Horstman listed ten areas to review before 2012 comes to a close. This week, let’s turn our focus to 2013 and explore some habits worth adopting for the New Year.
Get Fiscally Fit: Year-End Checklist Part 1
https://www.youtube.com/watch?v=8EBgOzN5bzE
It’s that time of year again – time to count our blessings, spend time with our families and commit to hopping on the treadmill. But as you wrap up 2012, consider getting fiscally fit too! We…
Prosper On: The Year-Long Hangover – Tax Changes for 2013
https://www.youtube.com/watch?v=ompfgL6eH8c
American taxpayers will have more than just a hangover to deal with come January first. With new tax laws taking effect at the start of 2013, even the non-party goers could be feeling the pain. These…
Prosper On: The Value of Giving Thanks
https://www.youtube.com/watch?v=kZ0NvVdwihw
I love technology. I’m geeky enough to get excited when the MicroCenter Computer catalog is waiting in the mailbox. But I was frustrated enough to contemplate smashing my @#$%^&! iPhone to bits…
Fiscal Cliff 101
https://www.youtube.com/watch?v=hEh-ULzFVkU
Those who can explain complex ideas in simple ways always amaze me. That’s why I took an interest in the book “The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money”, written by…
The Swing State Advantage
https://www.youtube.com/watch?v=afXhRXQaCk8
With the 2012 presidential election less than a month away Coloradans are being inundated with political ads. They’re on TV, in the mail, on the phone and every other conceivable medium. As the…
4 Financial Tips to Teach Your Kids
https://www.youtube.com/watch?v=6T6hP9HSsmM
When I meet someone with good money habits it’s usually because they have someone important in their life, a family member or friend, who took the time to share their financial values and experience.…
7 Money Musts for College Students
https://www.youtube.com/watch?v=K4LNvy9FfbU
As the flurry of excitement winds down for those heading back to college, the realization starts to settle in: college is expensive.
The costs don’t stop with tuition fees. From book costs to…
The Italian Job
https://www.youtube.com/watch?v=3uXXkefEhpU
As financial advisors we have the good fortune of working with people and their families at a very personal level. I often hear personal stories, some of which are very inspirational and insightful.…