Personal Financial Advice from a former Certified Financial Planner
The vibrant landscape and robust economic growth make Colorado an attractive destination for homeowners. However, more residents looking for more homes pushes housing prices in Colorado higher, especially in real estate bull markets. In 2023, Colorado property tax valuations soared thanks to poor timing, and those higher real estate prices. …
The IRS decides some of your Colorado refund is tax free, but it’s the IRS, so it can’t be that simple. Colorado Cash Back Refund Is Tax Free I don’t know how good your memory is, but in 2022, Colorado officials realized that Colorado residents would be in line for …
Anyone who has been online for more than a day or two knows that the way to get clicks is to have a big, shouting, headline. One popular search engine optimization (SEO) plugin won’t give your title a passing score until it has “a positive or negative sentiment.” Ideally, it …
It is looking less and less like the U.S. economy will achieve the promised land of a soft-landing and will instead end up in a recession. It may turn out to be a shallow recession, but the economy is not typically forgiving of rapid increases in interest rates. If hiring …
The Inflation Reduction Act has a lot of new features. One of the one that I keep hearing about is the new 1 percent tax on share buybacks and how that will affect investors. The 1% Share Buyback Tax Means Nothing There is a lot of noise around companies buying …
Taxpayers in Colorado began receiving their 2022 Colorado refund checks in the mail this week. Several readers have reported getting theirs, and I got mine on Monday, so they are definitely coming. To qualify for a refund check from Colorado you had to be a full-time resident in 2021, and …
I’m not an economist and I don’t play one on TV. I haven’t even stayed at a Holiday Inn Express, but I have been involved in finance for a long time now, and I’m old enough to have a pretty good memory. Add that to a lot of research over …
The best 529 plan for Wisconsin residents depends on how you want to invest funds for your child or other beneficiary. Students may attend any college or university in any state regardless of any investment in the Wisconsin 529 plan. For example, you can save in a Wisconsin 529 plan …
Oh, the financial press loves their dramatic headlines. Sometimes in order to make the stock market more interesting, you have to give people a little bit of whiplash. Whew! What a difference a day makes. Yesterday, it was the “best day in 7 weeks.” Today, it’s the “worst month since …
Oh, goodie. It’s time for some more stock market terminology. What Is a Melt Up? The world of finance, like any specialized group, has numerous terms, acronyms, and phrases that apply to managing money and investing in the stock market. Things like “Santa Claus Rally” are less about being able …
