Financial Planning Guides
Free resources to help you make informed financial decisions. Expert insights on wealth management, retirement planning, and investing.
Trump Accounts: A Douglas County Parent's Guide
How Trump Accounts work for Colorado families: the $1,000 federal seed, who qualifies, contribution limits, and how they compare to 529 plans.
Read GuideColorado 2026 Tax Changes
What changed for the 2026 tax year: Proposition MM’s deduction cap on $300k+ earners, plus new Social Security and pension subtractions for retirees.
Read GuideSECURE 2.0 Roth Catch-Up Rule (2026)
Starting 2026, workers 50+ earning over $150,000 must make 401(k) catch-up contributions as Roth. What high earners in Douglas County should do.
Read Guide2026 Estate Tax Exemption Guide
The federal estate and gift tax exemption is $15M per person for 2026. What the cancelled TCJA sunset means for Colorado families and prior gifting.
Read GuideUnderstanding Your 2026 Property Tax Bill
Why Douglas County property tax bills rose in 2026, how the SB24-233 phase-in works, and when your next chance to appeal actually comes.
Read GuideHow to Choose a Financial Advisor
Learn what to look for when selecting a financial advisor, including credentials, fiduciary status, and fee structures.
Read GuideRetirement Planning Checklist
A comprehensive checklist to ensure you're on track for a secure and comfortable retirement.
Read GuideInvestment Basics Guide
Essential investing concepts every investor should understand before putting money to work.
Read GuideEstate Planning 101
Essential information on estate planning documents and strategies to protect your legacy.
Read GuideTax-Efficient Investing
Strategies to minimize taxes on your investments and keep more of what you earn.
Read GuideColorado PERA Retirement Guide
Understanding your Colorado PERA pension benefits and making the most of your retirement as a public employee.
Read GuideBusiness Owner Financial Planning
Financial planning strategies for business owners including exit planning, succession, and tax optimization.
Read GuideWealth Management Fees Explained: 2026 Guide
Understand AUM fees, flat fees, commissions, and hidden costs in wealth management. Make informed decisions about advisor compensation.
Read GuideStock Compensation Guide: RSUs, Options & ESPPs
Complete guide to stock compensation for DTC tech workers. Understand vesting, tax implications, and strategic planning.
Read GuideSocial Security Planning in Colorado
When to claim Social Security, spousal benefits, and Colorado tax treatment. Maximize your retirement income.
Read Guide401(k) Rollover Guide: Options & Strategies
Understand your 401(k) rollover options, Roth conversions, and keeping your plan. Make the right choice for your situation.
Read GuideWhy Use Our Guides?
Our financial planning guides are written by professionals who understand Douglas County residents. We provide practical, actionable advice without the jargon.
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All guides are completely free with no registration required.
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Clear steps you can take today to improve your finances.
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Written with Douglas County residents in mind.
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