303-378-1558
Barbara:
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303-618-4982(C)
Mutual funds offer a convenient way to invest across a wide range of market activity. This article provides an overview of different types of mutual funds in order of typical risk.
A teen with a part-time job can contribute to a Roth IRA, which is a flexible way to accumulate funds for college, retirement, and other long-term needs.
A tax credit and/or dependent-care flexible spending account might help offset some of the costs paid for a nanny, babysitter, day care, preschool, or day camp.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
A balance sheet summarizes your assets and liabilities and reveals your net worth.