Insights

Insights

Colorado Tax Increase 2026: What Retirees and High Earners Should Know

A possible Colorado tax increase 2026 ballot outcome could become one of the most important tax planning issues for high-income ...

How to Choose a Wealth Manager or Financial Advisor | What to Look For

Prospective clients commonly ask me what separates me from the rest and why they should choose me over another financial ...

Everyone Hates Bonds Until They Need Them

Bonds in retirement are one of the most underappreciated parts of a well constructed financial plan, and they tend to ...

High Net Worth Retirement Investing: The Complete Guide

Once a household has $2 million, $5 million, $10 million or more in investable assets spread across multiple account types, ...

Retiring in Colorado? 10 Costly Mistakes to Avoid in Your First Year

Retiring in Colorado is an attractive proposition. You get abundant sunshine, four distinct seasons, outdoor recreation, access to major healthcare ...

The Attorney’s Guide to Going Self-Employed: Financial and Business Planning for the Transition

Moving from a W-2 attorney position to becoming a law firm partner changes how you are paid, how your taxes ...