Category: taxes

New Teacher (Financial) Orientation

I've been doing some financial presentations for educators in various Colorado school districts. As part of the intro to my presentation I reference the fairly typical "90-minute New Employee Orientation" that school districts often provide for new teachers and that, while these are well-intentioned, they usually fall woefully short of what they could (and should) … Continue reading New Teacher (Financial) Orientation →

My (Simplistic) Yearly Income Tax Planning Spreadsheet

Occasionally when I talk to some folks they are frustrated with the taxes that are due (or the refund they will be getting) when they file their taxes (more often frustrated with federal than state, and definitely more frustrated when they owe). Sometimes they owe a huge amount and don't know how it happened. Other … Continue reading My (Simplistic) Yearly Income Tax Planning Spreadsheet →

Our Current Portfolio and Recent Returns

Last April I shared our portfolio and some of the different ways we look at it. I thought it might be nice to update it each January. That previous post has a bit more descriptive verbiage, so refer back to it if you need to. Asset Location Like many people, by necessity we have our … Continue reading Our Current Portfolio and Recent Returns →

Coloradans: Buy a New Chevy Bolt for as Low as $15,000 Today (while they last)

I've written previously about why Coloradans who are in the market for a new car should really consider an EV, due to the up to $7,500 federal tax credit and the $5,000 Colorado state tax credit (some restrictions apply on the federal tax credit). That's still true, but there are some changes that happened January … Continue reading Coloradans: Buy a New Chevy Bolt for as Low as $15,000 Today (while they last) →