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How the Rise of AI Will Transform Our Economy

How the Rise of AI Will Transform Our Economy

We’re not on the brink of a technological revolution—the technological revolution is already here. Undoubtedly the biggest news of 2023, the rapid adv...

Peace of Mind is Priceless: Five Main Benefits of Life Insurance + Five Main Coverage Types

Updated February 8, 2024

6 Quick Healthcare Tax Tips for Financial Peace of Mind

A new year is a good time to think about your health, your healthcare, and what that means for your taxes. Here are 6 tax tips for you to think about ...

New Year, New You: 13 Financial Planning Strategies to Kick 2024 off Right

New year, new you? Now that the calendar has flipped to 2024, it’s a good time to review your finances. A new year is a great chance to start fresh an...

Smart Money Management - Should You DIY Your Investing or Hire a Financial Planner?

DIY investing is all the rage these days. Financial education is readily available everywhere you look. Banks, wealth management firms, and financial ...

Family and Money - How to Talk to your Parents as They Get Older

You’ve heard about GenX, Millennials, and GenZ, but what about the sandwich generation? The term describes people who are “sandwiched” between their c...

How Do Pension Plans Work and What Do You Need to Know for Retirement?

The history of pension plans for retirement goes back a long time. In the United States, pensions can be traced back to the 18th century, when survivi...

How to Turn your Black Friday Savings into Tax Savings

Are you a Black Friday regular? Each year, retailers like Best Buy, Target, Amazon, and Sephora attract consumers to their Black Friday deals on every...

How to Prepare For The Medicare Open Enrollment Period

[Updated November 2, 2023]

Disaster Preparedness Tips to Protect Your Family and Your Financial Well-Being

In August 2023, Hurricane Hilary (later downgraded to a tropical storm) hit Southern California and Mexico with unprecedented flooding, landslides and...

How to Qualify and Apply for Colorado’s Property Tax Exemptions for Seniors

If you’re a senior aged 65 or older living in Colorado, you may qualify for property tax exemptions to help lower your tax bill.

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