Brian Joyce is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Intelligent Investing in Loveland, CO and the surrounding communities.
In addition to being a CERTIFED FINANCIAL PLANNER®, Brian is also a CPA. This will ensure that all of your money management strategies will be tax efficient. Some areas we help in are as follows:
· How to design a financial plan with more than one path to success.
· Allocating investment holdings to the proper account types to maximize your tax benefit.
· How to best incorporate tax strategies into your financial and investment plan.
· Reviewing various strategies for college savings.
· Utilizing fixed income strategies to increase the yield from your savings accounts.
· Investment strategies to protect yourself from the next market crash.
· How to properly benchmark and evaluate your investment performance.
· Evaluating your retirement plan.
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On September 11th of this year, I experienced several unconnected situations that required me to check in on my priorities and how they gel...
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When and how you apportion your retirement plan and employee benefits between you and your divorcing spouse is an essential family financial...
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Tax Rates OverviewUnder our current tax code, The Tax Act of 1986, as amended to date, the...
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Recently reflecting on some of cinema’s greatest intellectual quotations, I was reminded of movie Detective James Carter’s infamous query in...
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Summer is upon us and in full swing. While you (hopefully) have some well-deserved time off, take the necessary steps to get your financial...
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It is no secret that college costs have been increasing faster than the rate of inflation for several decades. According to College Board’s “...
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Without the proper perspective you can be your own worst enemy when it comes to financial planning. Finance-related behavior is often...
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When you're in the middle of a disaster, it's hard to think about long-term issues. Focus gets narrowed to finding a way to get through each...
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With mortgage rates at historic lows, many home owners are refinancing mortgages. But for many, this seems to be an impossible task. There are...
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One of the top New Year’s resolutions many people make is to get their finances in order. Unfortunately, like so many resolutions, the weeks go...
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