Family Finances

Protecting Kid’s Identity

About a year ago, a massive Equifax security breach became public knowledge. If there was a silver lining to this infamous event, it likely spurred more consumers to take more measures to protect their identities. [...]

What is Cryptocurrency

Have you caught cryptocurrency fever, or are you at least wondering what it’s all about? Odds are, you hadn’t even heard the term until recently. Now, it seems as if everybody and their cousin are [...]

Donor-Advised Funds

Donor-Advised Funds are not new; they’ve been around since the 1930s. But they’ve been garnering more attention as a potentially appropriate tax-planning tool under the Tax Cuts and Job Act of 2017. Here’s how they [...]

Homes Become Less Affordable As Rates Move Up

The recent rise in rates has led to a drop in the Housing Affordability Index as tracked by the Federal Reserve. Both existing and new home sales slowed towards the end of 2016 as a [...]

529 College Savings Plans As An Estate Tool

529 College Savings Plans can be a great estate planning tool. Named after the IRS Code it falls under, Section 529 plans have amassed over $244 billion in assets since their inception in 1997. Their [...]

Colorado 529 Plan Update

Great news for those who have a Colorado Education Savings Plan (529 plan). Starting today, the administrative fee for the Direct Portfolio college savings plan will be reduced by 8%, from 0.39% to 0.36%. You [...]

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