Sharla Rountree is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Personal Benefit Financial in Lakewood, CO and the surrounding communities.
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For many of you, your answer will be “I prepare my own return.” If your return is a simple one because all you have is a W-2 form for your...
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With the price of a college education rapidly rising over the last decade, and in the current difficult economic times, students and families...
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There once was a time when retirement meant leaving the workforce for good.But an April 2006 survey by Zogby International and the MetLife...
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Perhaps it is the time of the year with gift giving and wishes for a happy and prosperous new year, but I sense it is the all-American desire...
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Kids wait all year for summer vacation. Now summer is here and all kinds of visions dance in your head about keeping kids busy, entertained,...
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It’s apparent that Americans, both women and men, have not saved enough money for retirement. Studies have increasingly indicated that many...
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For many, the phrase “retirement planning” has become limited to the planning done in the years leading up to retirement. When you consider...
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Most of what we, as taxpayers, understand about taxation comes from our focus on taxes and how they affect us either individually or as a...
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One way to cut the sting of heavy credit card bills is to set a new agenda when it comes to credit. Consider the following ideas:Set Dates for...
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Anyone who owns a tax-advantaged retirement account such as a 401(k) or individual retirement account (IRA) — that’s 63% of (or 77.5 million)...
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