303-PLANNER | 303-752-6637

855-PLANNER | 855-752-6637

Archive for March 2018

A Look at the Potential Effects of Tax Reform

The tax overhaul legislation that was passed in December has been billed as a means to streamline tax filings at both the individual and corporate level.1 We certainly could use it. According to the IRS, Americans spend a total of 6.6 billion hours a year filling out tax forms.2   While simplifying taxes is a…

Read More

The Brainwave Issue

In the Blink of an Eye   A way of diagnosing cognitive disorders is on the horizon that is no more intrusive than the blink of an eye. Researchers have developed a “Blink Reflexometer” that may help doctors diagnose serious neurological problems, including Parkinson’s disease, Huntington’s disease and even traumatic brain injury.1   The study…

Read More

Preparing for Retirement — Do You Have a Plan?

For much of the 20th century, many employees who spent decades working for one company typically received a pension plan. According to the Center for Retirement Research at Boston College, 88 percent of all private-sector employees in 1975 had a pension.1 With the confidence of knowing their retirement would be covered by pension and Social…

Read More

The New Tax Law Issue

Tax Reform: What Made It Into the Law, and What Does It Mean? After months of hashing and rehashing what was (or wasn’t) in the tax reform bill — complete with what seemed like minute-to-minute cable news updates — some people may be confused by what ended up in the final legislation, and, more importantly,…

Read More

The Transportation Issue

No Car? No Problem in These U.S. Cities Many people downsize homes in retirement, but why stop there? Consider your lifestyle and whether there are other places you could cut back. What are things you envision yourself doing in retirement, and how much will they cost?   Maybe you’d like to explore more cultural and…

Read More

The Work Notes Issue

The Employer Perspective on Health Care Costs   Think you pay a lot in health insurance premiums? According to a 2017 Kaiser Family Foundation Employer Health Benefits Survey, non-federal public and private companies paid around 70 percent of premiums for their employees, representing approximately $13,050 a year for family health coverage. The employee share for…

Read More