The Art of PERA & Private Employer Planning

Daniel YergerFinancial Planning Leave a Comment

Here in Longmont, we have a few primary employers that many people work with: the county or city, the school district, and a variety of private employers in major industries such as healthcare, tech, and aerospace. While these common employers mean we’re also blessed with good schools and a generally well-educated population, it also means that there are several common …

Avoidance of the Otherwise Inevitable

Daniel YergerFinancial Planning 2 Comments

It goes without saying that we see change in the small business community of Longmont all the time. When I started my practice, I got coffee regularly at La Vita Bella at 5th & Main, the Dickens Opera House was still the longest-standing bar and foodery in town, and fun establishments like Wibby, 300 Suns, and Abbott & Wallace were …

A Case Study in Why Fee Debates Are Pointless

Daniel YergerFinancial Planning Leave a Comment

I’ve spilled a good amount of digital ink over the past several years about the pointlessness of debating fees in the world of financial planning. Not because fees are irrelevant or unimportant in the measurement of the cost of financial products or services, but because the debate is typically either people with a financial interest in arguing for or against …