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Financial Fitness

Much like your fitness goals, your financial goals will remain focused and stay on track with the help of an advisor.

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5 Must-Know Money Tips for New Grads

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5 Must-Know Money Tips for New Grads

Journalist Geoff Williams writes that if you get an entry level job right out of college, you may decide it’s not feasible to enjoy the retirement benefits your company is offering if you suspect you won’t be there long. But if the offer is there, take advantage of it anyway, says Lucas Casarez, a wealth advisor at Keystone Financial Services in Loveland, Colorado.

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Round-Up Of Industry Reactions To Last Week’s Fiduciary Rule Announcement

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Round-Up Of Industry Reactions To Last Week’s Fiduciary Rule Announcement

Josh Nelson, founder and CEO of Keystone Financial Services in Loveland, CO, is quoted in Family Wealth Report on industry reactions to this week’s announcement of the fiduciary ruling by the Department of Labor: “The DoL fiduciary rule was long-anticipated and I think it is a step in the right direction.

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What is the Difference Between a Will & Trust?

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What is the Difference Between a Will & Trust?

Published by Beth Schanou, Director of Wealth & Estate Planning Estate plans can be structured differently depending on a person’s situation and intentions.  What is the difference between a will and a trust? A will and a trust are separate documents to pass assets to heirs after death, but they are administered differently and have varying advantages.

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Back 2 Basics

The good news is that American households have a total net worth of $85.2 trillion. The bad news is that most families are still behind where they were financially in 2007. In a recent survey, over half of Americans said they had less than $1,000 in their checking and savings accounts combined.

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Back 2 Basics

Infographics

Back 2 Basics

Check out this infographic for 12 Simple Financial Tips that are important to remember but easy to forget!

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Back 2 Basics

Blog

Back 2 Basics

Check out this infographic for 12 Simple Financial Tips that are important to remember but easy to forget! Click here to open fullscreen

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Americans Are Comically Good at Destroying Their Credit

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Americans Are Comically Good at Destroying Their Credit

Chris Metinko writes, “Young people are very susceptible to an early financial mistake,” said Josh Nelson, founder and CEO at Keystone Financial Services in Colorado.

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Why Is This Snapshot of American Personal Savings So Murky?

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Why Is This Snapshot of American Personal Savings So Murky?

In this article by Brian O’Connell, Josh Nelson, founder of Keystone Financial Services in Loveland, Colo., says weaker savings levels are actually a result of a stronger U.S. economy.

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15 warning signs you’re headed for financial heartbreak

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15 warning signs you’re headed for financial heartbreak

Josh Nelson, founder and CEO of Keystone Financial Services, is quoted in this piece by Dan Rafter in MoneyRates.com.

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