Robert Potter is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Heirloom Wealth Management in Westminster, CO and the surrounding communities.
Is financial infidelity really “the new normal1?” With 31 percent of couples who share finances indicating that they have been deceptive about...
Read More >
There are few challenges more difficult than going through divorce and having a special needs child. As a divorced, single parent of a...
Read More >
Retirement can be daunting to figure out, because the implications of your choices tend to get magnified. A market drop or negative health...
Read More >
With college tuition rates ever on the rise, today’s students of higher learning are coming face-to-face with the prospect of looming student...
Read More >
You have all your tax documents in front of you and they look much the same as in prior years except for the report from your broker on those...
Read More >
Much of the personal finance industry is focused on investing, but it’s also important to know how to be a better saver and spender. For many...
Read More >
I was speaking to a friend the other day who just had her first child at the age of 40. We were discussing the many changes in lifestyle she...
Read More >
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...
Read More >
The Problem/GoalIsabella Ryan and Ethan Sloane have plans on getting married, some day. But in the meantime, they want to get their financial...
Read More >
If you've recently graduated from college, you most likely will earn more money than ever before. By the same token, you'll enter the workforce...
Read More >
