The National Philanthropic Trust estimates that in 2021, individuals in the United States donated over $326 billion to charitable organizations. In ma...

Guess what—the folks in the U.S. Congress finally agreed on something! The ($1.7 trillion) 2023 budget bill passed in late 2022 and includes the SECUR...

Saving for retirement is ongoing—very ongoing, considering it spans decades. That makes it easy to put on autopilot, or even forget about it completel...

Stock market dips and economic downturns are valid reasons to feel nervous about investing. You may be tempted to sell and sit out the market in times...

Just as millions of seniors rely on Social Security for income in retirement, Medicare is another important program for older Americans. As you approa...

One of the most common questions our financial advisory firm has been hearing lately is, "Is now a bad time to buy a car?". It’s a good question. And ...

It’s easy to feel hopeless when the world seems to be unraveling before our eyes, but instead of getting sucked into hours of negative news (aka dooms...

Tax season is never fun. Between the lingering economic impact of COVID-19, and the changes that come along with a new administration in the White Hou...

You’ve probably heard about the Great Reassessment. Millions of workers are leaving their jobs every month, searching for better opportunities or more...

For most of us, the idea of preparing for retirement centers around saving. You work hard to save and build up the value of your investment portfolios...

As you may have heard, sports betting is legal in Colorado. As of May 1, 2020, individuals over 21 years old can place bets with state-licensed and au...