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Ladies, Use These Tips to Give Your Financial Confidence a Boost

I recently came across an article titled, “Warren Buffet invests like a girl.”  As a female financial advisor, I wasn’t sure if that was a compliment or jab.

Reading deeper into the article- they explain women, like men bring some gender-linked qualities to investing that can actually help.  Women tend to do their research, invest calmly, and exercise patience.  These are all great attributes to sticking to a long term plan.

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Nelisha Firestone

Nelisha Firestone

As a mother and business owner, she knows life can get busy and is full of distractions. However, financial success doesn’t happen without some meaningful planning first. No matter your stage of life, she will help you connect with your goals and craft a roadmap to pursue financial independence Nelisha has 13 years in the financial services industry. She began her career at Edward Jones in 2004 then moved her practice to LPL in 2007 where she worked primarily out of the Coors Credit Union providing advice to their membership base. She’s married to a Colorado native and is mother to two young Daughters, Addison and Eden. They love to spend time in the great outdoors hiking, skiing, and camping to name a few.

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The Role of a Fiduciary – Putting Your Interests First

Starting my career with a large very well-known investment firm some 38 years ago taught me valuable lessons we use to counsel and advise clients. During that 18 year period of disappointing (biased) research and proprietary investment products that were actually manufactured by that company, I continuously asked the question: “What about my clients?” You see, inherently I felt I worked for my clients, not some financial services firm. It was by my nature and core that I cared about clients first and always sought to put their interests above that of my own or the company that wrote me my paycheck.

As many of you have undoubtedly heard, regulatory changes are coming to the finance industry pertaining to “fiduciary standards” and the obligations we have as financial professionals with respect to retirement accounts.

Let me be clear: we embrace these changes as we serve as a fiduciary for your money in advisory relationships, just as I believe we always have.

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Steve Booren

Steve Booren

Steve started his investment career in 1978 with the NYSE investment firm EF Hutton, working in the environment of a large investment company. Desiring to provide clients with objective investment advice, he founded Prosperion Financial Advisors. Learn more about Steve here.

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The Biggest Challenges Facing Women Investors

Did you know 90 percent of women will be solely responsible for their finance’s at some point in their lives according to MFS Funds? The same source says women control 27% of the world’s wealth and that number is increasing rapidly. As a female advisor for 31 years now, I have experienced first-hand the unique challenges facing these women which often center around three important areas: their parents, their children, and themselves.

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Are your Heirs Prepared for Their Inheritance?

If you’re anything like the majority of our clients, you already have an estate plan in place. This likely covers all the general aspects of passing your wealth onto your heirs. It details investments, savings, totals, and all the other items that require crossing the “t’s” and dotting the “i’s”. Yet we believe there are many important areas an estate plan does not cover. It boils down to one simple question: Your estate plan is in place, but are your heirs prepared?

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New Service: Preparing Heirs

In 1972, Norman Rockwell painted Father and Son for the cover of the U.S. Trust Company annual report.

The painting shows a well-intentioned father teaching his son the fundamental principles behind the family’s investments. Dad is explaining an investment certificate pulled from the documents strewn across the table and stored for safekeeping in the family’s strongbox. The attentive son’s blank and anxious expression suggests his naiveté. One can only imagine where he would rather be on a Saturday morning!

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Press Release: Sybil Praski Among Financial Advisors Attending Barron’s Top Women Advisors Summit

Exclusive Conference Hosts Gathering of Nation’s Pre-eminent Financial Advisors and Industry Decision Makers

PALM BEACH — Sybil Praski of Prosperion Financial Advisors attended the seventh-annual Barron’s Top Women Advisors Summit, hosted by Barron’s magazine to promote best practices in the industry and the value of advice to the investing public.  The invitation-only conference was held at The Breakers, December 4 – December 6 in Palm Beach, FL.

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My Advice for New Empty Nesters

The first 50 years of someone’s life usually follows a pretty typical progression: It starts with parents who look after their children for the first 18 years or so, allowing the child to experience and learn new things. High school gives way to college and the journey of living independently and discovering a profession. After college come work, a career and maybe even a spouse with which to have children. But then comes the hard part for most parents, the time when their children get ready to leave the house and begin their own lives.

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Craig Arfsten

Craig Arfsten

As a Prosperion Advisor, Craig has the independence, support and resources to help clients with what he does best – listening to their stories, discovering their desires, and identifying their greatest financial risks, before developing a comprehensive approach to meeting those needs. Learn more about Craig here.

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The New Baby Financial Checklist

Congratulations, you are expecting an addition to your family! I have just one word for you – Ka-ching!

Babies are expensive – we had 4 of them so I know this first hand. Here are some must-do tips for new parents.

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David Morrison

David Morrison

David uses Values Based Financial Planning to align your financial choices with your most important goals and your most deeply held values. He has a comprehensive process to consolidate, coordinate and simplify your financial life in a way that brings you more confidence and clarity about your future. Learn more about David here.

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Financial Tips for Newlyweds

As another summer wedding season comes to a close, many new couples will, for the first time, learn financial responsibility for two. So whether you’re a young couple tying the knot or you found your spouse a little later in life, here are three themes to help navigate this new territory.

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John Booren

John Booren

John started his investment career in 2012 after graduating from Colorado State University with a bachelor’s degree in Financial Planning. His desire is to provide care and guidance for individuals and families through all aspects of their financial life. Learn more about John here.

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