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How Business Owners Can Access Their COVID-Related Tax Credit Refund
A little-known government program is offering financial relief for business owners impacted by the COVID-19 pandemic. The Employee Retention Credit (ERC) is a tax credit from the Federal government and […]
Does an Inverted Yield Curve Portend a Recession?
The last time I wrote about the bond market was five years ago when interest rates were about to become inverted. When this happens, it simply means you can get […]
What Is the Difference Between Class A, B, C and D Properties?
Looking for investment rental properties can be a huge challenge, especially for a novice investor. It’s not just a matter of finding a real estate agent to help you buy, […]
How to Conduct a Mid-Year Tax Strategy Audit
Don’t wait until the end of the year to think about your tax planning and strategies. If you’re already seeing major changes in your business and/or personal taxes, you must […]
Playing Defense During Bear Markets
Bear markets are normal, albeit rare, reminders that financial markets don’t always go up. Without them, speculation gets out of control. During periods such as now, the markets must reset […]
The SECURE 2.0 Act, and Colorado
In 2019, the passage of the SECURE Act was an important step in bringing the retirement crisis to national attention. The legislation widened access to employee-sponsored retirement plans and highlighted […]
How to Get Out of Payday Loan Debt in Colorado
Despite all the advantages and disadvantages, payday loans remain the most convenient option for people to meet immediate cash needs. Payday loans can cost you much more in the long […]
Business Expansion is Still Possible
As someone who has served Front Range businesses with over 14 years in the industry, as a commercial loan officer with Elevations Credit Union I’ve seen, and helped, businesses weather the […]
Pros and Cons of Buy and Hold Strategy
Nearly every financial expert agrees that real estate and the stock market are the best ways to invest your money. And they’re more alike than you might think. When you’re […]
Steps to Consider Now Toward Estate Planning
The Census Bureau reports the average age of widowhood in the United States is only 59 years old. With this being the case, many women should be prepared financially to […]
Smart Tax Investments to Consider Now
Investing doesn’t have to be rocket science. The basic idea, is to put your money to work so it grows into a lot more. Of course, in practice, investing is […]
4 Tips for Tax-Efficient Investing
The biggest threat to the average investor’s gains isn’t risk or even a sudden downturn — it’s the tax man. Whether you barely break even, or make a killing investing […]
