Medicare Resources Enrolling in Medicare can be confusing and challenging due to the various rules, deadlines, and penalties associated with the different parts of the program. Many people struggle to understand when and how to sign up, especially if they
Business owners frequently ask me questions like, “How can I save more on my taxes?” or “I owe a lot in taxes for last year. Do you know any strategies, like the ones wealthy individuals use, to reduce my tax
Consumer Advisory: Insurance Tips for Coloradans Affected by Wildfire Evacuations As a financial planner, I understand the challenges that come with sudden evacuations due to wildfires. Here are some important insurance tips to consider if you are affected. Recent Wildfire
In April, our family welcomed a new member—a delightful, energetic, and mischievous puppy named Catan. From the moment he arrived, Catan has brought immense joy and laughter into our home, quickly becoming a cherished part of our lives. Little did
As of this month, the S&P 500 index finds itself in an unprecedented position. A staggering 20% of its total weight is concentrated in just three companies: Microsoft (MSFT), Apple (AAPL), and Nvidia (NVDA). We are calling this the MEGA-MEGA
Social Security Statements provide an estimate of how much you will receive from Social Security when you retire or if you become disabled, and how much your family members might be eligible for if you pass. Having a clear understanding
For the past two decades, real estate investors have enjoyed the benefits of historically low interest rates. This environment of cheap money has led to significant growth in property valuations, making it easier for investors to achieve substantial returns through
As young Europeans increasingly lose faith in the solvency of their governments’ pension systems, a significant shift in global investment patterns is emerging. This trend, driven by economic uncertainties and demographic challenges in Europe, is leading to a surge of
Hey there, business owners! If you’re reading this, chances are your company isn’t just your paycheck—it’s your golden ticket to a comfortable retirement. Unlike your 9-to-5 counterparts who rely on 401(k)s and IRAs, you’ve been pouring your profits back into
The Tax Cuts and Jobs Act of 2017 represented a significant shift in the landscape of American economic policy, particularly affecting small businesses and self-employed individuals who form the backbone of the economy. Among its many changes, Section 199A stands
Ever wondered how chained you are to your 9-to-5? Or dreamt of making your money work for you while you sip cocktails on a beach, climb mountains with friends, or just hang out with children and grandchildren? Welcome to the
