Wealth Planning
A Wealth Plan is a roadmap designed to help you build, protect, and transition your wealth. By looking at all […]
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The Employee Retirement Income Security Act (ERISA) was landmark legislation enacted in 1974 to protect American workers’ pensions from abuses, […]
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Now is the time to consider some year-end strategies and to plan for the year ahead. Because everyone’s financial situation […]
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Planning for the management and transference of your legacy can be a sensitive and difficult topic, but it’s one of […]
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You’ve been planning for retirement for the bulk of your adult life — saving diligently, doing the math on how […]
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We all know the saying: in this world, nothing can be said to be certain, except death and taxes. Taxes […]
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There’s no doubt that we’re living in unusually volatile financial circumstances. As of June 2020, the COVID-19 pandemic has disrupted […]
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Inheriting a large sum of money is an unusual financial situation — you’re suddenly much wealthier than you were before, […]
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The Economic State of Millennials It’s no secret that millennials are having a rough go of it financially. Between the […]
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It’s no secret that college is expensive. In the 1970s, when a lot of our clients were attending school, tuition […]
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Whether you came into your wealth decades ago or you recently found success, there comes a time when you’re no […]
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If you’re reading this, you’re already ahead of the curve. You’re doing well, but it’s easy to get scattered. You […]
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First Western ERISA Consultant Eileen Baldwin-Shaw writes for MarketWatch about how to use a health savings account as part of […]
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By: Empower Retirement legislative and regulatory affairs The U.S. Department of Labor’s (DOL) fiduciary rule redefining “investment advice for a […]
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Boulder Shelter for the Homeless One of our Boulder team’s favorite community events is our monthly meal service at the […]
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On December 1, 2016, Eileen Shaw, ERISA consultant, hosted a webinar to explain the impact of the Department of Labor’s […]
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We’re excited to announce a series of service enhancements! We understand that your busy schedule doesn’t always fit into the typical […]
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We are so excited about the fantastic support our communities have given First Western Trust’s #WealthIsAbout grants contests so far. […]
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Summer has come to a close, and with the kids back in school, many parents of high-school-aged children are starting […]
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