What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a personal tid-bit or some other surprise. So keep checking in. We’re glad to have you reading along.
Craig Johlfs, CFP®, MBA, AAMS®, AWMA®, CMFC® |
Wednesday, January 25, 2023
YOUR EMERGENCY FUND: HOW MUCH IS ENOUGH? Have you ever had one of those months? The water heater stops heating, the dishwasher stops washing, and your family ends up on a first-name basis with the nurse at urgent care.
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Craig Johlfs, CFP®, MBA, AAMS®, AWMA®, CMFC® |
Monday, January 9, 2023
The Internal Revenue Service (IRS) has released new limits for certain retirement accounts in 2023.
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Craig Johlfs, CFP®, MBA, AAMS®, AWMA®, CMFC® |
Thursday, October 20, 2022
Expedition provides an investment vehicle for Coloradans to support the business, people, and community in which they live. Our goal is to provide a unique and meaningful way for clients to participate in the capital markets at a local leve
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Craig Johlfs, CFP®, MBA, AAMS®, AWMA®, CMFC® |
Monday, October 3, 2022
Cybercriminals continue to evolve and find new tactics for their scams, but there are still ways to spot certain scams and cyber-attacks before it’s too late. Educate yourself about avoiding these attacks to stay one step ahead.
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Craig Johlfs, CFP®, MBA, AAMS®, AWMA®, CMFC® |
Friday, September 9, 2022
9 Steps to 401(k) SuccessThe 401(k) plan is becoming one of the largest sources of retirement savings for many American workers.
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