Personal Financial Advice from a former Certified Financial Planner
The main credit unions in Colorado have left behind the days where marketing meant sitting there, serving your customers well, have lower fees, and higher interest, and waiting for the smart, financially savvy people to find you on their own. Well, that, and collecting new employees at the companies they …
Like most states, the Great Payback Colorado program lets citizens search for Colorado unclaimed property for free. When you find Colorado unclaimed funds, or your Colorado lost property, you can look for payback. The Great Colorado Payback With a bit of corny name, the State of Colorado hopes to catch …
Colorado Delays Acceptance of 2022 Online Taxes A majority of Coloradoans file their income taxes for free, or via a paid tax program like TurboTax, using Colorado’s online tax forms. Once you know how to file Colorado income tax, the rest is easy. The Colorado Department of Revenue will not …
If you don’t already have a 529 plan opened, you should start with the instructions for opening a 529 plan before worrying about which investments you use. Trust me, when I tell you, as a former financial planner, that the biggest drag on saving money for college isn’t choosing the …
As a former financial planner in Colorado, I get a lot of questions about Colorado’s PERA program and is PERA a good retirement plan. For those of you who are not from Colorado, PERA stands for Public Employment Retirement Association. It is a public pension plan for employees of the …
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 live in Colorado. Most personal finance and achieving financial independence applies to everyone, nationwide. When it comes to taxes though, there is a great deal of variation among states. I may dig into some other states as time provides, but for now, here are some 2022 Colorado Income Tax …
This summer, Colorado sales tax refunds are coming via check to everyone who filed Colorado income taxes by June 30, 2022. If you filed after that, you might be out of luck, or some people will get their Colorado Tabor refund 2022 in early 2023. Update: The checks are in …
Colorado is set to join a handful of other states in creating an automatic retirement savings program for Colorado workers. The idea is that while many Coloradoans have access to a retirement plan like a 401k or 457 plan through their employer, a lot of Coloradoans don’t. Unfortunately, those who …
It’s always nice to get good news. CollegeInvest 529 Reduces Feeds for Direct Portfolio According to a recent release from CollegeInvest CEO Angela Baier, the administrative fee for the CollegeInvest Direct Portfolio was reduced from 0.32% to 0.31% on August 1, 2021. That means more of those college savings dollars …