Ideas & Insights

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. 

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