6025 S Quebec Street, Suite 170, Centennial, CO 80111

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Archive | June, 2011

Centennial Financial Planner: How to Save Money on Vacation

Weekly Commentary for June 20, 2011 Summer is the most likely time of the year to take a vacation, but with the economy in flux, you and your family might be worried about how you’re going to pay for that annual trip. You don’t have to drain your savings to take a vacation. By following [...]

Denver Retirement Advisor: Review Estate and Retirement Plan

Weekly Commentary for June 13, 2011 The year of “no federal estate tax” ended Jan. 1, 2011, but there is still good news for the next two years. For 2011 and 2012, the federal estate tax lifetime exemption is $5 million per individual and $10 million per couple. Also, the tax rate decreased 22 percent [...]

Centennial Financial Advisor: Finances After Marriage

Weekly Commentary for June 6, 2011 There are approximately 2.5 million weddings every year in the United States, and June is the most popular month, according to TheWeddingReport.com. With the wedding to-do list wrapped up, couples need to turn to getting their house – especially their financial house – in order. The following checklist can [...]