• News
    & Media









    • Media Contact:
      Kelly M. Rogers
      303-926-7426
      kelly[at]mesampr[dot]com

    Articles

    Planning for the Unknown: Changes in Washington in 2010

    Surviving and Thriving in Tough Markets: High Performance in Bad Times

    Get It in Writing: Investment Policy Statements

    Tax-free Wealth Transfer by Prepaying Tuition

    Preparing for the Death of a Spouse – Reduce the Stress of Loss through Proper Financial Planning

    Organizing Financial Records Before Disaster Strikes: Five Steps to Take Now

    Protecting Estates and Benefiting Families: Generation-Skipping Trusts

    Family Philanthropy Sharing Values, Leaving Legacies

    A Charitable Legacy and Reduced Taxes: The Charitable Lead Trust

    Understanding Prenuptial Agreements

    Investment Policy Statements Can Help in Bear Markets

    Choosing a Financial Planner: How to Select an Advisor to Help You Achieve Your Goals

    Protecting Your Heirs: Trusts and Your Estate Plan

    Financial Planning the Right Way: Mapping Your Future with a Professional Financial Advisor

    Funding Your Trust: A Critical Estate Planning Step

    Roth IRAs, Charitable Remainder Trusts May Help High Income IRA Investors

    Negotiating an Early Retirement Package

    Retirement Transition Planning – Should You Take Early Retirement?

    Retirement Transition: Living Your New Life