If you work in the private sector, there’s a good chance that part of your compensation is paid in company stock. This can take the form of options, stock purchase plans, restricted stock or other programs. Making the right choices with company stock is critical when it’s a sizable portion of your net worth. Not only do you need to think about managing your risk while participating in your company’s success, but also there are tax consequences to your actions.
With final exams this month for CU and local high schools, thousands of Boulder County residents will be marching for their graduation ceremonies. Whatever the age of your graduate, you should introduce them to the power of the Roth IRA.
Most of us would love to have a high income. After all, extra money to spend on vacations, to afford housing in Boulder County, on activities for the kids, and to achieve financial independence doesn’t seem to be a bad thing. But high earners face more barriers to reaching their financial goals than the rest of us. Whether your income is in the upper echelon now or that is your aspiration. take care to avoid these pitfalls.
With the tax filing deadline tomorrow, most of us will be trying to put income taxes out of our mind for the next year. This would be a mistake, because with the passage of the Tax Cuts and Jobs Act (TCJA) in late December come new strategies in 2018 to reduce your tax bill.
Earlier this month the Federal Reserve announced new benchmark interest rate target of 1.75 percent. The quarter point increase was the first major Fed announcement under new chair Jerome Powell, who has signaled additional increases. These moves are being made…
Recent changes to federal tax laws may affect the way in which we invest in higher education.
Have you been with the same insurance, internet, or mobile phone provider for years? If so, it may be time to start comparing rates from other companies.
Steps to take after the recent stock market correction
New Tax Law Affects 2018 Returns
Evaluating Your Financial Health