5 Simple Ideas To Update Your Financial Strategy (While Sitting on Your Couch)

Remember that New Year’s Resolution way back at the beginning of the year? Well it’s a great time to get back in action. Here are a few ideas you can easily do from the comfort of your home online with your tablet/computer and a phone.

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How I am Teaching My 4-year Old About Money

Author: Laura Knolle

Since I do financial planning for a living, financial literacy is very important to me. I have two high energetic boys, Jonathan (age 4), and Jordan (age 1) and I want to raise my kids to be financially smart.  I have given a lot of thought about how to teach the boys about money and asked for advice from friends who also have young children. I finally felt that I just needed to start something, see how it works, and adjust as needed. My financial literacy goals were simple: 

  1. Set the groundwork to learn the basics of money

  2. Use money as a reward to incentivize good behavior 

  3. Most importantly, make it fun.

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Money US News: “Is the time ripe for wine investing?”

Because of my background in wine, some of my clients will ask me not only about traditional investments, but investing in wine itself.

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Denver Business Journal: "Not if, but when: What Colorado businesses need to know about the next recession"

Author: Jon Moore

Preparing for an economic downturn is a critical part of our financial planning process and something I often talk about with my clients.

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Financial Adivsor IQ: "What Advisors Mean When They Talk About Culture"

Before we merged with EP Wealth Advisors, our team thought about how the values and our culture at Donnelly Wealth Advisors would align, and how happy we were to find EP Wealth Advisors.

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