Advisor Dialog

5 Ways to Dominate Your Taxes Next Year

Posted 04/24/13 by winning

Now is the time to get ready for Tax Day on Tuesday April 15, 2014 when your income tax return is due for 2013. Wait, you say, we just sent in our 2012 return. Is there no rest from taxes?

Well of course you could wait until next April to start thinking about tax savings for 2013 but by then it may be too late. Here are some things to do now that will make things easier this time next year.

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5 Good Ways to Simplify your Finances

Posted 02/12/13 by stack-of-papers

We often hear from investors who are overwhelmed by the complexity in their lives. We believe successful investors are focused on simplifying their financial lives, so here are five simple ideas to reduce complexity in your finances.

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Prosper On: The Value of Giving Thanks

Posted 11/20/12 by thanksgiving

“Without gratitude, happiness is a rare thing. With gratitude, the odds go up dramatically that happiness will be the result,” says the author and speaker Zig Zigar. So as Thanksgiving Day approaches, I encourage you to really focus on counting your many blessings.

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Prosper On: The Swing State Advantage

Posted 10/12/12 by swing

The recent political onslaught is primarily due to Colorado being a swing state – thought to be one of a handful of undecided states that will turn the election one way or the other. This got me thinking – how else could Colorado be a swing state? In what other ways could we impact the future of our state and nation?

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7 Money Musts for College Students

Posted 09/7/12 by graduation

This week recent Colorado State grad John Booren and I wanted to give some “Money Musts” for college students. Here are some major areas to avoid, as well as some great habits to develop.

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