This Week Near You--Gain Resources for Your Small Business/Financial Advisory Firm! Click Here to find an event nearby! As an advisor to small business owners, I am blessed to be... read more →
Thank you for your many responses! As we promised in January, we would like to share a few highlights from our survey. These results will give you a flavor of who... read more →
NOTE: I would like to thank guest blogger Kevin Condon for this insightful blog. While he writes to owners of financial planning practices, his wisdom is equally applicable to any... read more →
Money Smart Week® Returns April 5-12, 2014 Saving for college? Preparing for retirement? Just wish you were better at managing your money? Sign up today for one of many financial... read more →
If you’re of any age between the Millennials and the Boomers, you’ll want to read this blog. It could help you or someone you love optimize the benefits they receive... read more →
Save the Dates! Resources for Your Small Business/Financial Advisory Firm on April 5th & 9th Q. What are You Presenting at Money Smart Week Colorado? A. I have found the... read more →
Jerry Paul, ICON bond fund manager, would say you might be! As a result of traveling the country and talking with hundreds of broker dealers and financial planners in the... read more →
Last week we examined two men who experienced that liminal doorway we aspire to cross through—the one to financial prosperity. Let’s see what each experienced next. Like scores of lottery... read more →
“Why do you look at the speck of sawdust in your brother’s eye and pay no attention to the plank in your own eye? ...You hypocrite, first take the plank... read more →
Please Read - Disclaimer: Because this is such a sensitive topic to some of my readers, I want to clarify that the intent of this blog inform you of the... read more →
