Were you 65 on January 1?

How the Senior Property Tax Exemption Can Work for You In November 2000, voters passed the constitutional… [more]

Were you 65 on January 1? Were you 65 on January 1?
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Were you 65 on January 1?

June 4, 2013

How the Senior Property Tax Exemption Can Work for You In November 2000, voters passed the constitutional amendment providing a Homestead Exemption for qualifying senior citizens. The amendment, and subsequent legislation, created a property tax exemption for two groups of people: qualifying seniors and the surviving spouses of seniors who previously qualified. For those who [...]

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Is there money just waiting for you?

June 4, 2013

There could be money just waiting for you to claim it! MissingMoney.com is a website used by the states to locate the owners of unclaimed money.  By searching the web site, I have found money from a 1966 sales tax account.  My husband found money from a life insurance policy from 40 years ago.  My brother found [...]

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June Calendar

May 29, 2013

May 31 6-10pm Friday Night Lights on Larimer Ride your cruiser or walk to Larimer for happy hour on the Square Enjoy drink specials and mingle with artists as they prep for their weekend work Grab a cold, Blue Moon Brewing Co. specialty beer and chat with the brewer Go head-to-head with the Southwest Airlines [...]

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Are you frugal?

May 24, 2013

 How frugal have you become since the 2008 financial crisis?  After getting over the fact that the crash of 2002 could never happen again, what changes have you made in your life style? Fidelty Investments did a survey and reported in USA Today.  Positive behaviors that appear to be now entrenched include saving more in [...]

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May Calendar

May 7, 2013

May 2 11am-1pm Urban Treats McNichols Civic Center Building Spend your lunch hour with us at McNichols! Live music, lectures, on-site food trucks and more. From sliders, burgers, Argentinean food, cupcakes and Asian cuisine. The third Thursday of each month we’ll high light jazz with Five Points Jazz Festival artists. McNichols offers free Wi-Fi, lounge [...]

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Retirement Checklist and Your Retirement Savings

March 3, 2013

Before you leave your job, here is a checklist of important must dos!  First of all, schedule and appointment with your HR department.  Have a list of questions and don’t leave without the answers.  This will impact the rest of your financial life!  Also, get help and answers from other experts. Have a pension or [...]

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Daughters of Boomers Giving More Financial Help to Parents

March 3, 2013

The following article from the New York Times sums it up.  Daughters, more than sons, are helping out theirs parents and taking on more debt.  Women are more likely than men to be the caretakers of parents and also help out their children at the same time-the ultimate sandwich generation. What are you doing to [...]

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Retirement Savings and the New Taxes

January 9, 2013

Your Retirement Savings: Obama Won. Now What? “Whatever ultimately emerges from the fiscal-cliff negotiations, the country will survive.  But the damage can’t be undone.  Taxes are going up for all working American.  And so is the size of government….During the fiscal-cliff negotiations, however, the president made clear that his goal isn’t to get business going [...]

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Saving for Retirement: 4 risks to helping your adult child financially

December 20, 2012

This article is important regarding your saving for retirement. By Sonya Stinson • Bankrate.com Highlights It’s about risk management: How much can you afford to do without? Mingling your finances with your child’s could impact your credit score. Be careful not to enable your child to take advantage of you. Just as flight attendants instruct [...]

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Are You Brilliant or Lucky?

December 14, 2012

“Have investors finally learned that past performance doesn’t guarantee future results?”  This is a question posed by Jason Zweig, The Intelligent Investor, in the Wall Street Journal.  He goes on to say investors are dumping mutual funds run by fallible stock pickers…. What does this mean for you?  With the upcoming change in capital gains [...]

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