Elisabeth Olson, CFP, Independent Financial Advisor

04/27/2022

Emotions run high with so much volatility in the market. Best to learn how to ride the waves!

Ride the market waves without drowning

12/14/2021

I did it! I'm now a CERTIFIED FINANCIAL PLANNER, a CFP®! Learn more about it with this video:

Learn about how a CFP® professional’s commitment to CFP Board, as part of their CFP® certification, to uphold a Code of Ethics and Standards of Conduct can b...

07/20/2021

Hey Windsor, Johnstown, Loveland! Here's a great event on July 31st for soon-to-retire people, and it's FREE!

04/07/2021

Earnings season can move markets. Find out why.

Earnings season can move markets. What is it and why is it important?

04/05/2021

All those years of work can add up to a small fortune. What's your strategy for your money?

Estimate how much you have the potential to earn during your working years.

04/05/2021

Do you know what all those emojis you keep seeing in your text messages mean? Here’s a handy guide.

Do you understand these common mobile slang terms?

04/02/2021

A can help care for a special needs child, even after you’re gone.

A special needs trust helps care for a special needs child when you’re gone.

03/31/2021

Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:

Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage

03/29/2021

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

03/26/2021

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.

Second marriages are a trigger event to revisit any existing estate strategies.

03/24/2021

Are you overpaying your ? Here’s five overlooked .

Five overlooked tax deductions to help manage your tax bill.

03/22/2021

You can start Social Security benefits as soon as you reach 62. Know the rules before deciding.

Monthly Social Security payments differ substantially depending on when you start receiving benefits.