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How to Turn your Black Friday Savings into Tax Savings

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 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.

The Art of Putting Underperforming Assets to Work

Investing in a down market may make you nervous. It definitely doesn’t feel as fun or exciting as when the stock market is on high. But that’s not the...

Qualified Charitable Distributions from an IRA: How Giving Back Can Lower Your Taxes

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

End of Year Financial Checklist - Consider These 7 Tax Planning Strategies

Before 2022 comes to a close and tax time sneaks up, review these essential tax moves. The strategies in this quick end-of-year financial checklist wi...

Feel Like You Paid Too Much in Taxes? Here’s How to Prepare for Next Year

A day that no one looks forward to is upon us—tax day. Whether you did your 2021 taxes in February or are scrambling to complete them now, finishing i...

Changes and Challenges for Tax Season 2021 - Here’s What You Need to Know

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...

5 Retirement Plan Options for the Self-Employed

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

Electric Vehicle (EV) Tax Credit: Biden’s Bill Could Put More Savings in your Pocket for Retirement

Have you thought about going electric with your next car purchase? Electric vehicles continue to grow in popularity as the technology matures, prices ...

Year-end Financial Planning for Retirees - Consider These Strategic Tax Moves Before the End of 2021

Shockingly, 2021 will be winding down in the coming weeks. Another notable year has flown by with continued repercussions from the pandemic, wildfires...

How to Rollover Your 401(k) When You Retire

Retiring soon? Congratulations! Reaching retirement is a big and exciting accomplishment. But it’s also a time of transition, and there are a lot of c...

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