Unity Wealth Strategies

05/28/2026

Sometimes you get to treat yourself with new company swag. It's the little things.

05/04/2026

We’re excited to welcome Doug Hering to Unity Wealth Strategies!

Doug brings a depth of experience that’s hard to replicate, with over 40 years in accounting and organizational finance, and the last five years focused directly in financial planning and advising.

He works with clients who want clarity and direction, whether that’s building early momentum as a disciplined saver or navigating the transition into retirement with a thoughtful withdrawal and tax strategy. His approach is practical, steady, and focused on helping people make confident decisions over time.

Doug holds the CMA, CRPC™, AAMS™, and SE-AWMA™ designations and is based here in Colorado Springs.

Outside of work, you’ll likely find him staying active, camping, or on the pickleball court.

We’re glad to have him here, join us in giving him a warm welcome!

02/13/2026

Ask the Advisor - Shari Carlson: How do you stay current with changes in finance and investing?

I read a wide variety of sources from economists to market research at Goldman Sachs, Schwab, Vanguard, and the BEA. I do a lot of fund comparisons and research on holdings also, and I stay connected with other advisors who share their insights.

That said, I’m very selective about what I take seriously. There’s a lot of financial news that doesn’t really change the big picture. I focus on bigger economic shifts and market trends, and I ask how they might actually affect the people I work with. If it does, we talk about whether and how to adjust. If it doesn’t, I usually address it through education. Learning/education, is a huge foundation of my company, always stay curious.

I also recognize that money is emotional, not just logical. Staying current isn’t just about the numbers, it’s about noticing how news lands with people too. I focus on the feelings behind financial decisions, helping people build trust in themselves and confidence in the choices they make.

02/10/2026

We hear a lot of noise about the dollar losing value, inflation rising, the economy changing…
But what does that actually mean in real life?

It’s simpler than it sounds.

The value of the dollar is really about purchasing power: How much your money can buy you day to day?

Most people don’t feel currency charts or economic headlines.
They feel:
• Groceries costing more
• Rent and insurance creeping up
• Savings not going as far as they used to

Not something dramatic overnight… but a slow squeeze on everyday life.

Here’s the good news most headlines don’t talk about:
You don’t need to predict the economy to make smart financial decisions. You just need a plan that helps your money keep up with real life over time.

Because financial security isn’t about perfect timing… It’s about making sure future-you can still afford the life you’re working so hard to build today.

If you need help building, or securing what you've built, we're here to help.
719-602-1221 [email protected]

Financial Success is a journey best taken together. We offer personalized, collaborative financial guidance tailored to your unique needs. Our experienced team is dedicated to helping you navigate …

01/15/2026

Good money management is not about hustle or deprivation.

It is about intention, clarity, and long term thinking.
It is about making calm decisions instead of purely emotional ones.
It is about building a life where money supports you instead of stressing you.

Boring is beautiful when it comes to money. 😉

01/13/2026

If you want a simple framework for managing your money, start here:

Income = What you earn.
Spending = Where it goes.
Saving = What you keep.
Investing = How you grow it.
Protection = How you safeguard it.

You do not need perfection.
You need a system that works for your real life.

Small, consistent decisions compound into real stability.

01/12/2026

Let’s talk about being ready for financial curveballs.

Life has a way of surprising us: A job change, a medical bill, a car that suddenly decides it’s done cooperating. And when we’re not prepared, the first place people tend to look is their investments…

That’s the double-whammy we want you to avoid.

Often times, you’re not just pulling money out, you’re interrupting your long-term growth and locking in losses. That setback can ripple for years.

This is why your emergency fund matters so much.
Aim for at least 3 months of your fixed expenses (more if your income fluctuates). This gives you breathing room, protects your long-term strategy, and keeps your goals on track even when life gets messy.

Your investments are meant to grow.
Your emergency fund is meant to catch you when life happens.

If you’re not sure what your “3-month number” should be or how to build it without stress, we're happy to help you map it out. You don’t have to figure this out alone.
719-306-4883
[email protected]
[email protected]

01/11/2026

Personal finance is not about being rich.
It is about freedom, security, and choice.

It is about knowing where your money goes, having savings when life happens (Cause it always does), and building a future you do not have to panic about.

When you have a plan, money becomes a tool.
Without one, it can be a constant source of stress.

That is the difference.

01/08/2026

Who couldn't use more help on developing their annual goals? Here are a few things to consider when developing your financial road map to where you want to go. If you want the PDF version, let us know by emailing me at [email protected]

01/06/2026

Meet Becky.

Becky began her career in the financial industry as a part time assistant and has grown into a key support across investment management and financial planning. She holds her AAMS® designation and Series 65, and brings experience in trading, account management, and portfolio design.

What Becky enjoys most is helping people make thoughtful financial decisions that support what matters most to them. She is especially passionate about helping young people build strong habits early, from having a plan to saving consistently, knowing those foundations can shape long term security and a successful retirement.