Ideas & Insights

College Tax Credits [Comparison]

June 15, 2017, No Comments by Kimberly L. Curtis


The time for summer college tours has begun. While you're looking at which university your child will pick, don't forget to consider the different tax benefits available for funding. Our chart below explores the different options. Any extra bit helps! 

Retirement Confidence [Stats]

June 01, 2017, No Comments by Shannon E. Johnson

The Employee Benefit Research Institute completes an annual study about retirement confidence among workers. The findings for the 27th annual Retirement Confidence Survey have been released for this year. Check out the stats below: 

Young Adulthood Census [Report]

May 25, 2017, No Comments by Kimberly L. Curtis

The U.S Census Bureau has released a report showing the changes in young adulthood over the last forty years. The study reviews the changes from 1975-2016. Very interesting insight about the evolution of American milestones and finances. 

Mother's Day Savings [4 Tips]

May 11, 2017, No Comments by Shannon E. Johnson

No one wants to feel stingy when it comes to their mom-- a small token of gratitude for parenting is the least we can do, right? That being said, the duty of these holidays can impact your monthly budget unexpectedly. Here are four options to show your Mom you care without breaking the bank: 

Caring for an Aging Parent [Video]

April 19, 2017, No Comments by Kimberly L. Curtis

10 million adults are helping provide care for their aging parents. If you're one of them, watch this video to learn tips on how to help! 

Mortgage Options [Infographic]

March 31, 2017, No Comments by Shannon E. Johnson

The housing market is starting to heat up--summer is right around the corner. If you're on the lookout for a new home, it's helpful to understand different mortgage options available. Interest rates, monthly payments and home equity will all have an impact on your financial plan. Read through our infographic for an easy breakdown of options. 

Retirement Planning- IRA Contributions [Chart]

March 23, 2017, No Comments by Kimberly L. Curtis

If you're working on your 2016 Taxes, there is still time to contribute to your IRA (not including extensions). For most taxpayers, the contribution deadline is April 18, 2017. As long as your total contributions don't exceed the annual limit, you can contribute to a traditional IRA, Roth IRA or both. 

The 2016 income phaseout ranges for determining deductibility of traditional IRA contributions are: 

Interest Rate Hike [Video]

March 17, 2017, No Comments by Niels A. Jepsen

Our CEO, Kim Curtis, discusses the impact of interest rates on Fox 31 Denver. Check it out! 

Job Transition [Checklist]

March 10, 2017, No Comments by Shannon E. Johnson


So, you've landed the gig-- congrats! As you start a new job, it's an exciting time filled with possibilities. It can also be slightly chaotic as you transition into your new normal. Make sure you evaluate your financial and retirement planning as you enter into a new work space. 

Our checklist will walk you through simple questions to make sure your financial plan is on track. 

Financial Spring Cleaning [Infographic]

March 02, 2017, No Comments by Kimberly L. Curtis

March is here and it's time for some Spring cleaning. Organizing finances stresses many people out. But just like any organization effort, taking it one step at a time can make it more manageable.

While you're setting up garage sales and making donation trips to the thrift store, check out that overflowing bill drawer... a few hours on a Saturday can help you stay organized all year. Learn what to keep and what to toss below.