Category: Blogs

September 30, 2025

The IRS will phase out paper refund checks starting September 30, 2025. Taxpayers should prepare by updating direct deposit information and staying alert to new guidance as refunds move to...

September 29, 2025

Share buybacks have surged to record levels in 2025, with S&P 500 companies spending more than $528 billion in the first half of the year. Buybacks can signal confidence, enhance...

August 28, 2025

If you have an old 401(k) from a previous employer, knowing what to do with it is essential. This guide outlines your key options, tax implications, and expert considerations to...

August 8, 2025

If charitable giving is part of your financial plan, the latest updates under the One Big Beautiful Bill Act (OBBBA) could make a difference. Beginning in 2025, non-itemizers can deduct...

August 8, 2025

If you have an old 401(k) from a previous employer, knowing what to do with it is essential. This guide outlines your key options, tax implications, and expert considerations to...

July 29, 2025

A new federal law could make car loans more tax friendly in 2025. If you plan to finance a vehicle, find out whether you qualify to deduct the interest, even...

July 22, 2025

New federal legislation is accelerating the end of two major energy tax credits. If you are planning energy-efficient home upgrades or clean energy installations, you must act before December 31,...

July 21, 2025

Federal electric vehicle incentives expire after September 30, 2025. Learn how to qualify in time and what benefits may still be available in Colorado.

July 17, 2025

Starting in 2026, the federal estate, gift, and GST tax exemption will increase permanently to $15 million per individual, indexed for inflation. This update eliminates the risk of a lower...

July 14, 2025

The One Big Beautiful Bill Act introduces a new approach to the taxation of social security benefits. Here's how it may impact you.

May 28, 2025

Graduating college? Start your financial journey on the right foot. Learn essential money moves like budgeting, saving, investing, and building wealth as a young professional.

April 22, 2025

Teaching children about money from a young age builds healthy habits that last a lifetime. From saving and earning to understanding compound interest, early financial education fosters confidence and independence....

March 10, 2025

The Social Security Fairness Act has repealed the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO), ending long-standing reductions in benefits for public servants

March 5, 2025

In honor of Women’s History Month, we celebrate the women shareholders at GHPIA who lead in financial planning, tax strategies, and wealth management, guiding clients with expertise and care.

February 4, 2025

Wildfires are reshaping home insurance, leading to stricter policies and rising premiums. Learn how to protect your assets.

February 4, 2025

Stay organized this tax season with our guide to gathering and securing your 2024 tax documents for stress-free filing.

January 21, 2025

January is the perfect time to review your past year’s finances and set goals for the year ahead. Here are a few tips for 2025.

November 19, 2024

Here are several tax-efficient giving strategies that can maximize your contributions and make your go donations further.

November 18, 2024

Just like a great financial plan, this pecan pie blends tradition and care to create something truly rewarding. Featuring toasted pecans, dark chocolate, and a hint of vanilla, it’s a...

October 22, 2024

While most people are aware of Medicare's basic structure, many are surprised to learn about some of the lesser-known aspects of Medicare. Here are 5 important facts that could impact...