
#FinancialPlanning #FortCollins. Your Full-Time Fiduciary®. An investment advisor registered in CO, CA, & LA. Tweets≠advice.
Fort Collins, CO
Joined August 2012
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FPFoCo retweeted
Creating Client Service Calendars That Demonstrate Ongoing Advisor Value kitces.com/blog/how-to-creat… Featuring real calendars from @FpPathfinder, @FPFoCo, and other firms, plus best practices to build and distribute your own calendar! #Advicers
FPFoCo retweeted
#Lifeinsurance provides a #financial safety net for families. Sounds simple, but decisions over whether and how much to buy can get complicated. Check out @NerdWallet’s tips from #financialadvisors on how to avoid the most common mistakes: nerd.me/2QlNfPp @FPFoCo
FPFoCo retweeted
If younger folk want to retire in #FortCollins, they’ll need considerable savings. Savings most don’t have. noconow.co/2ctmLGR
FPFoCo retweeted
FUM SONG: Best way to warm up the pipes for #RMShowdown. Don't know it? Learn it! Do know it? RT it! 🐏 #CSURams
FPFoCo retweeted
This is a terrible strategy. A simple RMD method is radically better at matching spending to time horizon. :/ xitter.cf/RJPIII/status/76383129…
New retiree withdrawal rate: Goodbye 4%, hello age divided by 20 usat.ly/2b7vMWA via @usatoday
FPFoCo retweeted
No need to splurge on a pricey summer camp with these low-cost ideas for fun with the kids: ow.ly/QCWT301uZJO
FPFoCo retweeted
Audit rates for individual tax returns fell last year to the lowest level in a decade & will fall even more ow.ly/dsPJ300NTtJ
FPFoCo retweeted
"Diversification means always having to say you're sorry"
(If everything is up at once, you're not diversified!)
FPFoCo retweeted
Watch out, Holiday scams are tricky this year » cnb.cx/1OCTERC
FPFoCo retweeted
It's beginning to look a lot like Christmas...spending. Here's how to make some money back: ow.ly/Vliv0
FPFoCo retweeted
Plow trucks responded to a freezing drizzle last night which turned into snow around midnight. Please use caution driving today. #fctrip
FPFoCo retweeted
Childcare for two kids now costs MORE than rent in about 80% of America via @YahooRealEstate yhoo.it/201ZeBB
FPFoCo retweeted
ICYMI: @CoachBobo_CSU surprised senior Kevin O'Brien with a scholarship at last night's team meeting.
youtu.be/AJfqckFsZrI
FPFoCo retweeted
I haven't had lunch in 27 years xitter.cf/Hardeezy4/status/59776…
Hi @jimcramer I am in NYC for the day, young business professional looking for wisdom, any chance for lunch today?
FPFoCo retweeted
A brain trick that will make you save more money: cnb.cx/1KAiMnu
FPFoCo retweeted
Why You Should File Your Taxes By April 15, Even If You Can't Pay yhoo.it/1Ci6Jox
FPFoCo retweeted
Did Buffett troll Flo? xitter.cf/LJKawa/status/57169999…
FPFoCo retweeted
Everything you need to know for tax season in one place. yhoo.it/1CH0gWa























