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What business owners need to know about Colorado Secure Savings Act In 2020 Colorado passed the Colorado Secure Savings Program. This law mandates that small business owners enroll in a state-run retirement savings…
Roth IRA Mistakes An individual retirement account (IRA), specifically a Roth IRA, is a great option to save for retirement. One of the significant advantages of a Roth IRA is that, while contributions are not…
HOW TO CUT TAXES NOW AND IN THE FUTURE If you just wrote a big check to the IRS, you may be wondering how you can prepare now to cut your taxes next…
Turning 65 – A Retirement Checklist Are you turning 65 soon? Turning 65 is a major milestone and pivotal age for your retirement planning. Not only is this an important age for government programs…
How to protect your retirement from inflation It’s the ultimate battle of good vs evil. Retirement vs. Inflation. Inflation is the arch-enemy of your retirement savings and if you’re near retirement – or even…
President Joe Biden hasn’t hidden his desire to raise taxes on corporations and the wealthy. It is his way to fund a multi-trillion infrastructure package and new social programs. Details are likely to change…
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Recent Posts
Retirement Spending: How to Make the Most of Your Savings You’ve spent decades saving for retirement. You’ve contributed to your 401(k), invested consistently, and watched your savings grow. Now, as retirement approaches, you might…
Alternatives: Why Exclusive Doesn’t Always Mean Better There’s a point when accumulating wealth changes the investment opportunities available to you. Suddenly, financial firms begin offering private equity, hedge funds, private credit, and real estate…
