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Guidepost Financial Planning
Education Pieces

Fee-Based Financial Planner, Colorado
Colorado Fee-Only
CERTIFIED FINANCIAL PLANNER™

Following are links to some of the many helpful free or low-cost information sources available to consumers online. These resources are organized by general topic and then alphabetically.

FINANCIAL EDUCATION

  • Choosing a Financial Planner Who Puts Your Interests First Adobe Acrobat Required »view article
    Presented by:Ianka Tocheva, CFP™
    BG Financial Planning
  • Common Money Management Mistakes and How to Avoid Them Adobe Acrobat Required »view article
    Reprinted with permission from the book Just Give Me the Answer$: Expert Advisors Address Your Most Pressing Financial Questions by Sheryl Garrett, CFP® with Marie Swift and The Garrett Planning Network. Published and distributed by Dearborn Trade Publishing, ISBN# 0-7931-8339-1.
  • Investments 101 Adobe Acrobat Required »view article
    Investing Means Making Choices.
    • You can put money in a bank or under the mattress.
    • You can buy stocks, bonds, or mutual funds.
    • You can buy real estate or invest in a small business.
  • Laying the Foundation for Budgeting Success Adobe Acrobat Required »view article
    First you have to realize that the key to financial success is very simple. Budgeting success is essential for financial freedom. Spend less than you make! Once you have adopted the principle of spending less than you make, you are well on your way to winning the mental financial fitness battle which could lead the way to financial success . After you have determined that you will take the steps necessary to become financially fit, you need to incorporate a financial success system into your personal financial life. The Success is a system that can be adopted and routinely followed to ensure continued improvement and long-term financial fitness. This system includes four steps: plan, track, compare, and adjust which helps you to keep your financial freedom intact.
  • Put Savings (and Yourself) First With a Budget Adobe Acrobat Required »view article
    Personal savings have reached record lows, yet saving is essential to ensure a comfortable future. Learn how to track monthly expenses with a budget and potentially free up cash for saving.
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