What is the Taxpayer Bill of Rights (TABOR)?Taxpayer Bill of Rights: TABOR is a broad term that encompasses many concepts and initiatives at the local, state, and federal levels...
Posted by Jim McClaflin, EA, NTPI Fellow, CTRC on 12/01/2021
Savings bonds are a popular means of savings for conservative investors because they have the full confidence and credit of the US government. With savings bonds, you receive a fixed...
Posted by Pat Raskob on 10/19/2021
Many people feel they do not need trust. They believe since they do not have a large estate, they do not need any elaborate planning. They believe it's expensive and complicated....
There is no investment that is risk-free. However, being smart with an investment that meets your goal can bring down stock and bond risk, provided it meets your risk profile. Although,...
Many people spend their adult years working and saving for retirement. But after hanging up your hat, you don't necessarily have to stop at savings and investments. However, the...
Posted by Abundant Wealth Planning LLC on 06/15/2020
We all knew someone who takes care of other people. They are usually our relatives whose husband or a wife chooses to stop working to take care of their sick spouse or our friend who...
Posted by James Financial Services Inc on 04/03/2020
Saving for retirement can be a challenge, and if you're falling behind, you're not alone. In 2020, the average 401(k) account balance was around $25,000, according to a Vanguard...
One might desire to purchase a new house, and with money available, paying in cash might seem like the best option. While this appears promising, it is not always easy to decide the...
The thought of retiring can be a terrifying prospect. Think about it: it's practically decades of unemployment, assuming you don't work at all during this time, with a set...
Posted by Freddie Cook, CPA on 06/11/2020