Ideas & Insights

Top Tweets of the Week

February 27, 2015, No Comments by Kimberly L. Curtis

Top tweets of the week, catch up on all of your news needs!

Capital Gains and Losses

February 26, 2015, No Comments by Niels A. Jepsen

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As individuals and families are looking at their taxes, questions may arise around capital gains and losses. Capital assets generally include property you own for personal use or as an investment. This can include your home, car, stocks or bonds. To create better understanding around theses issues, here's a list of 'good-to-knows.' 

Top Tweets of the Week

February 20, 2015, No Comments by Shannon E. Johnson

Top tweets of the week, catch up on all of your news needs!

5 Reasons Not to Own a Vacation Property

February 18, 2015, No Comments by Kimberly L. Curtis

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We just put our vacation home on the market. The children are involved in sports and weekend activities making it difficult to get to the mountains. I can still remember the excitement when we purchased the property sixteen years ago.

Navigating the Health Insurance Marketplace

February 13, 2015, No Comments by Kimberly L. Curtis

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The Health Insurance Marketplace (Health Insurance Exchange) is the place where people without health care insurance can find information about insurance options and purchase health care. Information can also be found regarding eligibility for help with paying premiums and reducing out-of-pocket costs. In addition to the federally-facilitated Marketplace, HealthCare.gov, there are state-based Marketplaces, depending on the state in which you live.

Top Tweets of the Week

February 06, 2015, No Comments by Niels A. Jepsen

Top tweets of the week, catch up on all of your news needs!

Tax Help on Social Media

February 04, 2015, No Comments by Kimberly L. Curtis

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Yesterday, we listed five tips that could help prepare for your tax filing. And the IRS keeps it coming! They have recently released social media options to help you find valuable tax resources. This could be a huge asset for your retirement and financial planning.

IRS Tax Tips

February 03, 2015, No Comments by Kimberly L. Curtis

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When you think about the IRS, what's the first thought that comes to your mind? Taxes? Stress? Refunds? Help? Hmm... Since taxes make up a decent portion of financial planning, it is always important to have more resources to reference.

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