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Financial Advantage

2023-03-24T17:02:00-05:00By |News|

Financial Advantage With the Right Local Advisor, Time Is on Your Side (2 min. read) Originally published in Loveland Lifestyle, Article by Bill Furbee Photography by Matthew J Capps Business Image Services “Financial planning is not a one-time project that you can complete, put on the shelf, and move on

Maximizing Your 2023 Retirement Contributions

2023-02-23T15:17:26-06:00By |News|

  Maximizing Your 2023 Retirement Contributions (1 min. read)  By Michael Franks, Vantage Senior Wealth Advisor 2023 is off with a bang, and with this year comes beneficial changes to your retirement accounts. Retirement is the top financial goal for most individuals and couples and the increased amount they can save

3 Tips to Foster Responsible Money Habits in Kids

2022-08-11T14:43:33-05:00By |News|

  3 Tips to Foster Responsible Money Habits in Kids (2 min. read) - Raising Money-Smart Kids Part 2 By Michael Franks, Iraq/Afghanistan Combat Infantry Veteran, Vantage Senior Wealth Advisor “If I had only started investing earlier…” If I had a quarter for every time I have heard that exact phrase,

The Value of Discipline and Patience

2022-03-17T08:29:38-05:00By |News|

  The Value of Discipline and Patience (2 min. read) By Michael Franks, Iraq/Afghanistan Combat Infantry Veteran, Vantage Senior Wealth Advisor War is hell, and in this increasingly virtually-connected life we live in, that hell could potentially cause folks to make emotional decisions about their investments, potentially crippling their long-term plans.

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