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Blog2020-08-26T09:26:30-06:00

Inflation: The Silent Killer

June 8th, 2021|

Western Slope consumers have experienced a surge in prices of 4.2% over the last year! This is the highest increase since 2008! When the prices of goods increase, the purchasing value of your money decreases. A dollar that you had last year, is only worth ...

Should You Downsize Your Home?

June 8th, 2021|

Did you buy your home many years ago? Or have you been in your current place for a few years? There are plenty of reasons to sell and seek out a house that is smaller and one that fits your lifestyle. On the flip side, ...

How to Avoid Charitable Giving Errors

May 12th, 2021|

Individuals, foundations, bequests, and corporations gave an estimated $449.6 billion to U.S. charities in 2019, according to findings in Giving USA 2020. Individuals accounted for an estimated $309.7 billion, up 4.7% in 2019 versus the prior year. We tend to think about charitable donations around ...

The Covid Economy, a Year Later

April 12th, 2021|

This time last year, the World Health Organization recently had declared that the spread of Covid-19 constituted a worldwide pandemic. Stringent measures in the U.S. were being taken to slow the spread of Covid and “flatten the curve.” The lockdowns and shelter-in-place orders dealt a ...

What to Know About Biden’s Proposed Tax Policy

April 12th, 2021|

To fund his large-scale infrastructure initiative, President Biden is planning to increase taxes. While these plans are still subject to significant change, it is time to start learning about the proposed changes to see if you could be affected. Forewarned is forearmed. Today’s tax rates ...

Avoiding 7 Retirement Traps

April 12th, 2021|

You have saved and invested for decades and you are gearing up for retirement, or maybe you have already left your job. While the idea of leaving your career behind may be appealing, it is a monumental change that can also be unsettling for some ...

Money Problems Couples Can Avoid

March 30th, 2021|

“Stop in the name of love, before you break my heart.” We know The Supremes weren’t alluding to the pitfalls couples face when they grapple over money issues. But our own experience tells us that money plus love can lead into minefields we’d rather ...

7 Steps for Staying Ahead of Scammers

February 26th, 2021|

When was the last time you received a phone call or email from a scammer? It you were contacted recently, you aren’t alone. Internet scams show no signs of letting up. In fact, the problem may be getting worse. In its most recent report ...

New Year, Updated Tax Numbers for 2021

January 4th, 2021|

With 2021 upon us it’s important to be armed with the most up to date information. Here is a handy sheet with all kinds of key financial numbers that can help you determine what your tax bracket is, contribution limits, and even Medicare deductibles. ...

9 Tax Facts and Tips to Save You Money

December 14th, 2020|

Tax brackets and tax rates have changed. Every year, the tax brackets for taxable income are adjusted based on the rate of inflation. Table 1 illustrates your marginal tax bracket based on taxable income.Table 1: Tax brackets for 2020 The increased standard deduction has simplified ...

9 Smart Planning Moves to Consider at Year-End

December 14th, 2020|

1. Review Your Income or Portfolio Strategy Are you reaching a milestone in your life such as retirement or a change in your personal circumstances? Has your tolerance for taking risk changed? We experienced historic volatility this year. The broad-based S&P 500 Index lost over ...

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