Sarah Gerber is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Momentum Financial Planning LLC in Longmont, CO and the surrounding communities.
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Start with a BudgetNo matter how sophisticated you think you are about your finances, don't pass up the opportunity to set a basic financial...
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I saw a survey many years ago that suggested only one in five parents felt competent to teach their children about personal finance. A recent...
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This is the time of year to plan for what next year may look like and make your best guess as to what benefits you may need in terms of health,...
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Are you living paycheck to paycheck? Do you have your fingers crossed that you can dodge yet another month without a financial crisis that...
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The financial industry wants to make sure you are fully aware you left something b...
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For many of you, your answer will be “I prepare my own return.” If your return is a simple one because all you have is a W-2 form for your...
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A sudden death or serious illness in the family can knock spouses and other family members for a loop. If the primarybreadwinner dies, what...
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Keeping in perspective that 65 percent of remarriages will involve kids from a past marriage,1 you should devise and implement an estate plan...
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A 529 plan is a savings plan that allows individuals to save for a beneficiary’s college expenses. Invested funds grow tax free and, provided...
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A home is typically the toughest asset to divide when it comes to divorce. There are memories, dreams, and a sense of familiarity tied to it,...
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