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Blog

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Matthew Rauen | Dec 21, 2025

One Last Gift: Wrapping Up All of Your Financial Contributions Before the New Year

The end of the year is not just a season for celebration and reflection but also a perfect time to ensure that our finances are in order.
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Matthew Rauen | Dec 17, 2025

A Holiday Survival Guide for Your Finances

The average family spends an extra $1,000 or more during the holiday season.
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Matthew Rauen | Nov 24, 2025

7 Estate Planning Topics to Discuss with the Family over Thanksgiving Dinner

One of the more difficult conversations for family members to have is talking about estate planning.
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Matthew Rauen | Nov 17, 2025

Debt Snowball vs. Debt Avalanche: The Cold Hard Facts

What would you do if you didn't have a single monthly payment each month on debt?
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Matthew Rauen | Nov 13, 2025

Has Your Data Been Compromised? Here’s What to Know and What to Do

Periodically, companies will report massive data breaches, some impacting billions of records that contain personal information such as names, addresses, and
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Matthew Rauen | Nov 11, 2025

How to Take Advantage of Compound Interest

Compound interest is the interest you earn on interest.
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Matthew Rauen | Sep 19, 2025

Should You Keep Your Inheritance with Your Parents’ Financial Professional?

Many children will receive an inheritance after their parents pass on. In some cases, this may include significant assets.
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Matthew Rauen | Sep 19, 2025

Talking to Your Children About Inheritance

Generational wealth involves proactive financial planning.
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Matthew Rauen | Aug 16, 2025

The Philanthropic Mindset: How to Give Well and Wisely

Having a desire to give and a philanthropic mindset are both important qualities to possess in modern society. With so many economic and social challenges in

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Matthew Rauen | Jul 2, 2025

Three Types of Insurance You Need Even on a Budget

Insurance is designed to provide coverage for some of life's biggest disasters—fire, floods, car crashes, disability, and death. But when you're on a tight

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Matthew Rauen | Jun 4, 2025

Trading vs. Investing: Which One Fits Your Personality and Risk Tolerance?

Both trading and investing involve purchasing financial assets for the purpose of growing the value of those investments and either earning a profit through a

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Matthew Rauen | May 13, 2025

What Business Owners and Employers Need to Know About State-Mandated Retirement Plans

State-mandated retirement plans result from legislation requiring employers to provide their employees with retirement savings opportunities. Businesses can

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Office

205 North 4th Street
Suite 402
Grand Junction, CO 81501

Contact Info

Phone | 970-201-9292
Text | 970-610-0858
Fax | 866-806-8006
Email | matthew.rauen@lpl.com

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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners, LLC dba Insight Financial Solutions, an SEC registered investment advisor and separate entity from LPL Financial.

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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