Is Colorado Tax-Friendly For Retirees?
If you’re looking for a retirement destination that combines stunning natural scenery, world-class skiing, and a relatively low tax burden, the mountainous state of Colorado may be just what you’re …
If you’re looking for a retirement destination that combines stunning natural scenery, world-class skiing, and a relatively low tax burden, the mountainous state of Colorado may be just what you’re …
As we approach Tax Day, you may be gathering your important documents and preparing to file or file for an extension. Once you have everything sorted out, it’s important to …
Taxes could be one of your biggest expenses in retirement. But once you have an estimate for your tax burden in retirement, you can consider ways to minimize it. The …
When we think of milestone birthdays, we often think of ones that are already behind us – like 18 and 30. But there are plenty of important birthdays ahead of …
Three Birthday Milestones That Could Change Your Tax Situation Read More »
Tax Day is April 18th this year, due to the Emancipation Day holiday in Washington D.C. on the 15th. This is a good time of year to review your finances …
Before you know it, Tax Day will be here, so it’s best to start getting ready now. Beyond your tax bill this year, don’t forget about your tax bill in …
Here come the holidays and everything that goes with them – traveling, cooking, buying gifts, and of course, spending time with the people we love. Even though it’s a busy …
Do you ever feel like you live in a completely different world than you did 20 years ago? It’s worth thinking about how different it will be in another 20 …
Major Changes That Could Happen During Your Retirement Read More »
Retirees may no longer receive taxable income from an employer, but they will likely receive income from other sources which can be taxed. And while we know what the tax …
They say there’s no such thing as a free lunch, but what about a tax-deductible lunch? While many of your income sources can be taxed, there are strategies to help …
How a Financial Advisor Can Help You Pursue Tax-Smart Strategies Read More »