Ideas & Insights

Medicare ABC(&D)s

February 18, 2016, No Comments by Kimberly L. Curtis

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As many of our clients reach retirement, they begin to have questions around Medicare coverage. Since the costs associated with health care are a large factor in a financial plan, it becomes increasingly important to understand the details around Medicare coverage the closer to the big "retirement date." Here is a basic breakdown of Medicare: Parts A,B,C and D. 

Voted Top Wealth Advisor in Colorado

February 11, 2016, No Comments by Niels A. Jepsen

IRS.gov & Your Tax Returns

February 02, 2016, No Comments by Shannon E. Johnson

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If you're getting a jump start on your 2015 taxes, IRS.gov has curated a list of excellent resources. Here's a list of helpful links for your taxes: 

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