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Socially Responsible Investing

The majority of investors design their portfolios based on data points such as dividend yield, potential for capital appreciation, country of domicile, industry, and risk.  Most rarely consider the social or community impact of companies in which they make investments.  In recent years, however, …

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Simplify Your Tax Filing Process

As we move further into the year, there’s no doubt you’re receiving multiple tax documents from a variety of places.  You’re probably wondering if there is a better way to manage your taxes so you don’t spend so much time on them.  According to the IRS, the average person spends 22 hours assembling …

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Women: Planning for Security and Longevity

According to recent studies, women have specific challenges as they plan for long-term financial security.  Included in the list are these 3 important factors: Longevity. On average, women outlive men by five years. Women who reach age 65 can expect to live an average of 20 years longer than …

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#Tips for purchasing a home with confidence! #realestate

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Each year the IRS publishes the top dozen tax scams it sees over the prior year. One of them that makes an all-too-… t.co/CV3CFXewq8

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In this week’s recap: A streak of optimism on fiscal stimulus and vaccines boosts the markets; Yellen tells Congres… t.co/jluFXDFEIk

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FACT: most people don't notice an incremental change to their income. #Denver #financialplanner #WednesdayWisdom

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A tax break may help you give more to charity than you otherwise could. Enter the donor-advised fund (DAF) as a pot… t.co/OKFWquuEaI

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