Skip to main content
menu

Client Login

  • Home
  • About
    • Our Team
    • Our Philosophy
    • Our Process
  • Our Services
    • Retirement Plan Advisors
    • Individual Wealth Planning
    • Fiduciary Training
  • Resources
    • Events
    • Content Library
    • Client Logins
  • Contact
  • A man running in the mountain

Content Library

kid
Michael Jolie | Mar 3, 2022

Financial Literacy for Children

Education
Family
Finance

In a recent survey by JumpStart Coalition for Financial Literacy, only 26 percent of those between the ages of 13-21 said that they had been taught how to

Read More
homebuying
Michael Jolie | Feb 24, 2022

House Buying Tips

Real Estate
Estate Planning
Property

Buying a house is one of the biggest, if not the biggest purchase you’ll make in your lifetime. Here are some tips and tricks for ensuring that the entire

Read More
familyfinance
Michael Jolie | Feb 17, 2022

5 Things to Teach Your Kids About Finances

Education
Family
Savings

If you’ve spent more than five minutes on a kid’s television network, you’ve seen just how inundated young kids are with commercials for everything from the

Read More
Two older businesspeople looking at a tablet screen
Michael Jolie | Feb 10, 2022

Why Financial Professionals Are Still Important

Finance
Robo Advisors
With the popularity of robo-advisors, are financial professionals still necessary?
Read More
affection-brunette-dog
Michael Jolie | Feb 3, 2022

Finance Cost of Owning a Pet

Family
Finance
Lifestyle

Has a dog or cat grabbed hold of your heart?  It doesn’t take much. A paw on the arm. A lick on the nose, or a soft purr or whimper can turn most of us into dog

Read More
living-room
Michael Jolie | Jan 27, 2022

Finance Home Costs

Finance
Property
Real Estate

There’s nothing more exciting than buying your first home. Whether it’s a condo for one, a sprawling mansion, or anything in between, buying your first home

Read More
young-professional
Michael Jolie | Jan 20, 2022

Top 5 Things 20-Somethings Need to Do

Education
Savings
College
Lifestyle
Finance

If you’re in your 20s, rejoice! You’re in a great position to create the life you want, starting with a secure financial future. While it’s common to feel

Read More
woman-finance
Michael Jolie | Jan 13, 2022

Financial Designations

Finance
Education

Have you ever wondered exactly what those initials after a financial professional’s name mean?  You’re definitely not alone. The easy way to tell is to visit

Read More
An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.
Michael Jolie | Jan 6, 2022

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
Read More
Cards-wallet
Michael Jolie | Dec 30, 2021

Credit Cards versus Debit Cards

Savings
Credit
Most consumers typically have both a credit card and a debit card. Of course, the biggest difference between the two is that a debit card will immediately take
Read More
Img
Michael Jolie | Dec 23, 2021

Planned Giving Goes Further

Finance
Tax Planning
There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support a favorite charity now and into
Read More
Finance
Michael Jolie | Dec 16, 2021

AICPA Highlights 5 Recent Personal Finance Trends

Finance
The American Institute of CPA’s (AICPA) recently published a list of personal finance trends that we should all be concerned about. These trends highlight the
Read More

Pagination

  • First page « First
  • Previous page ‹ Previous
  • Page 5
  • Page 6
  • Page 7
  • Page 8
  • Page 9
  • Current page 10
  • Page 11
  • Page 12
  • Page 13
  • Next page Next ›
  • Last page Last »

Our Office Address

Greenwood Village
5251 DTC Parkway
Suite 1045
Greenwood Village, CO 80111

Contact Info

P: 303-393-2346

 

Get in Touch

Securities and Advisory Services offered through LPL Financial. A Registered Investment Advisor. Member FINRA & SIPC. All entities mentioned are not affiliated with LPL.

LPL Financial Form CRS

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

 

© 2025 Western Retirement Consultants All rights reserved.