Ideas & Insights

Medicare ABC(&D)s

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


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 & Your Tax Returns

February 02, 2016, No Comments by Shannon E. Johnson & Your Tax Returns

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

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