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A Break-Even Analysis of Social Security Considerations

Our analysis for determining the right strategy for clients considers the following factors: 1) break-even analysis, 2) portfolio withdrawal needs, 3) earnings test and 4) planning for married couples. For this article, we will be focusing on break-even analysis.

The difference between marketing and branding

Too many good companies are held back by not knowing when to focus on branding and when to focus on marketing. Know when to double down on branding, double down on marketing and where the two overlap.

An overabundance of plastic, and irony

As the world becomes more aware of plastic, and the harm plastic is doing to the world, has grown exponentially. However, eliminating plastic entirely would require a complete lifestyle change for most consumers.

Why Valuation Matters for Closely-Held Businesses

We are all working toward an end-of-business ownership event, whether it's an external sale, an internal succession or a transition to your family through an estate plan. Whichever path you hope to take, the change will arrive someday. Knowing this, it's vital to have a strategy in place.

Group14 Engineering: Decreasing greenhouse emissions one building at a time

Group14 Engineering, public-benefit corporation (PBC), is a sustainability and energy efficiency consulting firm headquartered in Denver with a mission to inspire better buildings where people thrive.

When to Consider Converting to a Roth IRA

Evaluating income tax rates, the ability to pay taxes on the conversion with non-IRA assets, estate tax, minimum distribution requirements and additional income tax considerations.

CEOs: Start with purpose, values, vision and strategy

When leaders have no governing principles (e.g., values, vision and strategy), decision-making is random, and chaos ensues.

Travelers Haven Announces promotes Carlos Abisambra to president, CEO

Founder Elia Wallen steps down as president and CEO to focus on the growth of Hotel Engine, Wallen will become chairman of the newly formed board of directors for Travelers Haven.

What to Know About Medicare Part B Premiums

As you prepare for the next chapter in your life that includes Medicare, it’s important to learn about your options, costs, and benefits so you can feel confident in the decisions you make.

The Lexus ES is almost perfect

This car is extremely smooth and quick and complete with technology, style and comfort, it seems like a steal. However, for this car reviewer, there was a deal-breaker when the Lexus hit the highway.

How to reach your money goals in 2020

There’s a chance your goals – and your financial situation – could change in 2020, so it’s a great time to make sure your activities still reflect your aspirations and priorities.

Holly Wilson: Finding entrepreneurship on the road to recovery

How the Crested Butte native’s own experience with addiction led her to owning two drug and alcohol treatment centers in Colorado. The centers, under the name Women’s Recovery, offer gender-specific, trauma-informed addiction treatment for women.
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