Obermeyer Wood Investment Counsel is especially grateful for the accountants and tax professionals we partner with. While we typically send CPAs gift baskets to show our thanks and support during their crunch time, this year we decided to make a donation in their honor to the Colorado COVID Relief Fund instead.
Living in a world that is heavily dependent on the Internet comes with its fair share of challenges, one of the biggest being information and identity theft. With millions of people partaking in online shopping, banking, and money transfers, the risk of personal financial information theft is higher than ever before. However, there are various ways that you can safeguard your personal financial information to prevent it from falling into the wrong hands.
As we find ourselves staying at home and maintaining social distancing, it can be challenging to maintain a routine that keeps our minds and bodies active. It can be tempting to slip into a cycle of watching reruns or overconsuming information through news outlets. These activities can both drain our energy and bring on unnecessary and avoidable anxiety. We offer you ideas for a variety of activities that will stimulate your mind and offer you different escapes during this unusual time.
Buying versus leasing a car usually gets people to voice an opinion, as well -- and very strong ones at that. However, there is no clear right answer. That's because everybody's situation is different, and personal nuances often make one situation better than the other for a given person's needs.
Achieving your financial goals isn't always easy. But if you don't create a plan based on your goals, you're only making it harder on yourself. Individuals with a plan in place are more likely to make positive progress toward achieving their financial goals. We examine six steps you can follow to create achievable financial goals.
In December 2019, both chambers of Congress voted to pass the Setting Every Community Up for Retirement Enhancement Act. The SECURE Act, as it is commonly known, was enacted shortly after when it was signed into law by the president. The SECURE Act represents the most comprehensive piece of retirement legislation passed since 2006, and it will likely affect the way you live in, or plan for, retirement.