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Posts

Equity Compensation

  • Equity Compensation 101: The 7 Different Types of Equity Awards

Investing

  • How We Use Actively Managed Funds in Our Portfolios
  • I-Bond

Market Commentary

  • COVID-19 Update #1
  • COVID-19 Update #2
  • COVID-19 Update #3
  • COVID-19 Update #4
  • COVID-19 Update #5
  • Death, Taxes, and Market Volatility
  • Important Message Regarding Long-Term Care Insurance
  • Impromptu Market Update – February 2020
  • In Focus – Fed Rate Cut
  • In Focus – Yield Curve
  • January 2020 Portfolio Updates
  • January 2021 Portfolio Update
  • Market Update – August 2019
  • Market Update – September 2019
  • October 2020 Portfolio Updates
  • September 11 – Never Forget
  • Student Loan Forgiveness
  • The SECURE Act: Three Major Changes to Retirement Rules
  • Traverse Planning’s 2021 Market Recap

Taxes

  • Death, Taxes, and Market Volatility
  • Hand Sanitizer and Masks are Tax-Deductible (and HSA eligible)
  • Should you Opt Out of the Monthly Advance Child Tax Credit Payments?
  • Student Loan Forgiveness

Uncategorized

  • Tax Planning vs Prepping

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Lakewood, Colorado 80215
303.957.0307

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Disclosure

Traverse Planning is a dba of Clear Creek Financial Management, LLC. Clear Creek Financial Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Clear Creek Financial Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Clear Creek Financial Management, LLC unless a client service agreement is in place. Traverse Planning® is a registered trademark of Laurence Schiffman. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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