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

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.

Let’s Celebrate National 401(k) Day September 8, 2023 - How to Get More From Your 401(k)

Do we actually need a National 401(k) Day? Actually, it might be more necessary than you think.

New Tax Law Lets You Move 529 Funds to Roth IRA: How Retirees Benefit

Starting in 2024, there will be a major change to 529 plans that allow for a new transfer option to Roth IRAs. The new provision is part of the SECURE...

Why Being Loyal to One Bank Could Cost You in 2023

Interest rates have been on everyone’s minds this year—but do you know how much you’re earning on your cash savings? If not, you might want to sit dow...

Does Your Low-Rate Mortgage Have You Feeling Stuck? Don't Worry - You Have Options

Many homeowners are feeling “locked in” by ultra-low mortgage rates offered during the height of the pandemic. When mortgage interest rates hit histor...

Is It Too Late to Make Money With I Bonds?

I bonds were a popular option in 2022. With a combination of government-backed security and high-interest rates linked to inflation, their yield peake...

U.S. Debt Ceiling Resolution One Month Out: Impacts and What’s to Come

For much of the spring, the U.S. debt ceiling was the hottest topic at the intersection of politics and the economy. House Speaker Kevin McCarthy had ...

What Is an Ethical Will? How and Why to Write a Legacy Letter for Your Loved Ones

What do you want your loved ones to remember about you after you're gone? Unlike a legal will, which ensures that your assets are distributed accordin...

How to Plan for Required Minimum Distributions (RMDs) in Retirement: A Quick Guide

When you hear the phrase “retirement planning”, you probably think about building up a nest egg to carry you through your post-work years. Saving for ...

Saving for Retirement in 2023: 7 Points for a Quick Financial Checkup

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...

Thinking About a Job Change? Ask These 5 Key Financial Questions First

January is a popular month to look for a new job—it always has been. Companies have paid out year-end bonuses, so employees feel freer to leave withou...

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