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Latitude Financial Group, LLC - Arvada, CO

  
 

Blog

What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment services world or concepts from the financial industry, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

 

Thursday, April 20, 2017

 

Monday, April 17, 2017

As soon as your first child is born, you and your spouse will likely get all of your financial documents updated — from your will to your home’s deed — to make sure he or she is always provided for. The thought of how...

 

Friday, April 7, 2017

History – These accounts were created in 2003 as high deductible health plans. What are they? They are alternative to traditional medical or health insurance for individuals or families and considered a high deductible health...

 

Friday, January 20, 2017

I regularly meet with clients who inherit a loved one’s IRA (non-spouse). If that applies to you, you may be asking similar questions. Mainly, what should you do with it? Well, there are basically three options: Withdraw all of...

 

Tuesday, November 15, 2016

You may be feeling a wide range of intense emotions right now… shock, sadness, anger, fear, disappointment, feelings of hopelessness and helplessness, etc. as a result of the election outcome. Many people may be experiencing...

 

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Wednesday, October 26, 2016

When I was a wee lad, my grandpa used to greet me by the name, Daniel Boone; the American pioneer who carved pathways to the west from the settlements of Virginia to the unsettled side of the mountains which is now Kentucky. The...

 

Thursday, May 19, 2016

A quick look at the current landscape of how insurance companies are dealing with marijuana smokers.

 

Monday, May 2, 2016

Mother’s Day is coming up. It’s a big day—a day that celebrates a mother’s love AND a day that shows her how much you love her. Here are FIVE thoughtful me-time gifts.

 

Thursday, April 21, 2016

Recently, I was sent a somewhat cryptic message on email from what I presume to be a disgruntled former employee of a local CPA spreading unflattering news about his former boss. He offered a simple intro and then an article titled,...

 

Wednesday, March 30, 2016

The 401(k) plan of today often offers an investment option known as a self-directed account. Understanding the opportunity and why it might make sense to consider could be the first step to bridging the performance gap for investors.

 

Monday, February 8, 2016

Do you feel like things are so expensive that there’s just no way that you can go out for a date night? Or, are you looking for something you can do alone or with a friend on a budget to pass the hours of Valentine’s Day...

 

Wednesday, January 20, 2016

Most of us are familiar with the fairy tale, “Goldilocks and the Three Bears”. This is a re-write of the timeless fairy tale where Goldilocks learns that diversification and proper asset allocation are key to investment success...

 

Wednesday, November 18, 2015

“First, I’m sorry to hear that you didn’t land it” were the words I shared with a friend who lost a good size opportunity because of his client’s perception that his professional practice just wasn’t...

 

Tuesday, November 17, 2015

Terror attacks and mass shootings, sadly, seem to be occurring more and more frequently than ever before. With these increases, we are also seeing the level of dramatics increase with each occurrence. Each instance shakes our soul and...

 

Monday, November 9, 2015

If your future-self could advise you today, what would he or she have to share?

 

Monday, October 26, 2015

In the 1850s gold prospectors from Kansas and New Mexico came to Colorado seeking their claim in the Pikes Peak Gold Rush settling along the banks of the South Platte River, Cherry Creek and Clear Creek. The cities of Denver, Boulder...

 

Tuesday, October 20, 2015

My Unfair Advantages The alarm went off at 5:15a.m. this morning, just as it has every Tuesday for the last 90-days. In our family if you have anything that you need (or want) to accomplish for yourself, it better be done before 6:45a...

 

Monday, September 28, 2015

I recently had a dialogue with a client that went like this: Client: Dan,Sorry to keep bugging you, but I have one more question. I think you know me as being a non-reactionary person. In fact I like to set back and watch as things...