Dealing with Tax Uncertainty

This week, the Senate will consider tax reform in the wake of its passage in the House. Washington watchers of all stripes are showing legislative forecasting fatigue. Congress has been embroiled in debate on tax reform, the future of the Affordable Care Act and other topics. Little substantive legislation has been passed. With tax reform […]

Doing Good With Your Investment Dollars

We are in the midst of a historically long period of growth in the US stock market.  Yet the euphoria for many Colorado investors is tempered by questions about our country’s future.  If you have followed classic advice about diversified investments, it’s likely that you own shares in companies behind initiatives not aligned with your […]

Accessing Your Retirement Money Early

If you wait until your 60s to retire, accessing your retirement savings is a straightforward proposition.  You can tap your Traditional IRA, Roth IRA, taxable investment accounts, and most work retirement plans without penalty.  But what if you need funds sooner than that? First, I should say we won’t consider whether you should access retirement […]

Should You Own a Vacation Home?

If you spent this last holiday week in the mountains, you may have consumed a good amount of your vacation time in traffic. I imagine that the seed of many vacation homes were planted near Georgetown while crawling down I-70 – suffering through a frustrating coda to a wonderful weekend. The vacation home logic generally […]

Biggest Tax Reform in Years Expected in 2017

All signs are that we will see a federal tax cut enacted next year, with significant reform included in that package.   Congressional leaders have indicated that they will use the reconciliation process, which means that simple House and Senate majorities would be enough to put a tax bill on the President’s desk. I’ll stay on […]

Instilling Great Money Habits By Making a Game of It

The best way to raise money-smart children is to use the teachable moments of everyday life to develop good spending habits.  The holiday season is upon us and with it are annual food drives for area food banks. Contributing to a food drive presents a golden opportunity to do good, build money skills and have […]

Three Little Known Ways to Save On Taxes

Little has been predictable in the national political arena over the last three weeks.  Few pundits predicted Trump would win, and even fewer presaged that the domestic stock markets would rally to all time highs.  Interest rates have moved upwards sharply as the market starts building in expectations for increased growth and a phenomenon gone […]

Great Tax Breaks That Could Go Away

Now that we’re in the heart of tax season, our focus is to see what can be done to reduce taxes for clients for 2015 and beyond.  While some tax breaks are straightforward, there are those that may face the chopping block when it comes time to “simplify” our federal and state tax codes.  President […]

Do You Need a Tax Pro?

Whenever we start working with financial planning clients, we review their past tax returns. While many of them are ably self-prepared, we have found that with some categories of people it makes sense to use a tax professional.

How Much Can Charitable Donations Save You?

The confluence of the giving season and end of the year tax deadlines hits us now. If you have an influx of new clothes that you unwrapped last week, you may be ready to give some lesser used garments to your favorite charity.

The Upside of a Low Income Year

As painful as it might be, you don’t want to let a low income year go to waste. Instead when your federal tax rate is low, take a look these options and enjoy the perks of low income.

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