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Going to College Day

  Today is the day our oldest son starts college!!  We can start to check that off of our personal and financial goals list. If you have college-bound kids, starting today, make a plan, be intentional about your goal and save a little bit every month to achieve that goal.  If you need help understanding the cost of college for …

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EP 28 – Planner to Rocky Mountain Gen X & Y Techies With Lucas Casarez, CFP® Pro

EP 28 – Planner to Rocky Mountain Gen X & Y Techies With Lucas Casarez, CFP® Pro In this episode with fellow XY Planning Network advisor, Lucas Casarez of Level Up Financial Planning we talk about how he serves younger clients who work in the tech industry in Colorado. In this episode you’ll learn more about: What are some specific …