The Four Keys to a Satisfying Retirement: Know How You’ll Fill Your Days. Cultivate a Sense of Purpose. Nurture a Social Network. Guard Your Health.
When you receive a refund it’s the result of withholding too much in taxes. A $1,000 tax refund is the result of tax that you overpaid throughout the year.
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.
For retirement plans from previous employers, you have an option to move the funds into your current employer retirement plan in a direct tax-free transfer. You can also set up an IRA on your own with a brokerage or mutual fund company and transfer old retirement plan balances directly, without suffering a tax hit. Here are some considerations to help you make your decision.
Boulder County homeowners have seen the value of many of their investments decline so far this year, while most local real estate holdings have been moving upwards at a rapid clip.
The Department of Labor, of all agencies, is proposing significant new requirements for advisors that could have a dramatic effect on who can offer guidance on retirement plans and their duty to you.
Volatility is something that until last fall has been largely absent from the financial markets in the past few years.
Now that 2015 is in the books, I encourage you to prepare (or update) your personal net worth statement as of the end of the year.
If you’re like most Boulder County residents, you don’t live close to extended family. You may rarely see them and I encourage you in the midst of the merriment to use this time to have conversations with them that are best held in person.
We’ll cover the basics along with resources to help you understand the best plans for you.