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Business Succession Planning: 5 Short Points for Consideration

business succession, denver financial planner

For most small business owners, the majority of their energy, consideration, planning, and time goes into the day-to-day work of managing and building a successful business.  Exiting the business, which could be 2 years, 10 years, or 40 years away, seems distant and intangible. The fact remains, …

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Socially Responsible Investing

The majority of investors design their portfolios based on data points such as dividend yield, potential for capital appreciation, country of domicile, industry, and risk.  Most rarely consider the social or community impact of companies in which they make investments.  In recent years, however, …

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Simplify Your Tax Filing Process

As we move further into the year, there’s no doubt you’re receiving multiple tax documents from a variety of places.  You’re probably wondering if there is a better way to manage your taxes so you don’t spend so much time on them.  According to the IRS, the average person spends 22 hours assembling …

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In this week’s recap: Tech stocks and strong indicators lead a week of economic advancement.… t.co/sK1RgRTbHY

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Running into the letters #NFT? It stands for Non-Fungible Token. Here's a quick video to explain...

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The recently-passed American Rescue Plan Act contains several tax breaks for you and your family. Here are the majo… t.co/rvrjVTA1bU

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This newsletter is full (really full) of information you need to know and things you need to think about before goi… t.co/HKnI5Rldqa

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March #Jobs Report. Good numbers!

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If you know you should be saving more, spending less, hiring a pro, etc. etc...do it! Take the first step today to… t.co/R1zr0L2iet

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