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MJS Blog

Understanding the Child Care Contribution Tax Credit

December 5, 2019
Drew Harper, CFA, CFP®

The Colorado Child Care Contribution Tax Credit (CCTC) was established to encourage greater private support of Colorado child care programs. For Colorado residents, the CCTC can offer significant tax savings, but you must act before the end of the year. Learn about the requirements and restrictions in this post.

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M.J. Smith & Associates' 2019 Women’s Series Continues

June 6, 2019
Alexa Kane, CFP®, CDFA™

At the beginning of 2019, we announced a series of women’s events, designed to provide social interaction, education and a chance to give back to the community. This post summarizes the two enriching events held so far and outlines the two events to come. We'd love to have you join us.

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Click. Book. Meet. Scheduling An Appointment With Us Has Never Been Easier

May 23, 2019
Tom Jacobsen, MBA

You’re busy. We get it - and that’s why we’ve made it more convenient to schedule an appointment with us. Learn about the new online feature in this post.

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Why Single Women Need to Up Their Retirement Planning Game

May 2, 2019
Alexa Kane, CFP®, CDFA™

There are multiple reasons women are behind the eight ball when it comes to retirement preparation and savings. Read why retirement planning is especially hard for single women and what they can do to improve their odds of successfully financing that season of life.

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"Stand Up and Be Proud"

April 25, 2019
Mark J. Smith, CFP®, CPA/PFS, CIMA®

What our team does makes a difference to a lot of people. We are very proud of that and it is the reason why we wanted to share this announcement in my latest blog post.

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Does Your Real Estate Rental Income Qualify for a QBI Deduction?

April 10, 2019
Drew Barnes, CFP®

There are many requirements that must be met to qualify for the Qualified Business Income (QBI) tax deduction. One area that has raised questions is that of real estate rental income. Learn the special considerations in our latest post.

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How the New Tax Law May Affect You—and How to Possibly Lower Your Bill Next Year

March 21, 2019
Jacob Jaegle, CFP®

The jury is still out on how the Tax Cuts and Jobs Act (TCJA) will impact the average American tax return. Here’s a rundown of the changes that may have impacted you in 2018. It’s never too early to start thinking about next year.

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Even Scholarly Statistics Can Be Their Own Form of Click Bait

March 7, 2019
Mark J. Smith, CFP®, CPA/PFS, CIMA®

Click bait – those online headlines you can’t resist. Even scholarly statistics can be twisted in a way that tells a story the author wants you to hear. This post shares a timely example and the lesson to walk away with.

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For Love & Money: Successfully Pursuing Financial Goals as a Young Couple

February 21, 2019
Drew Barnes, CFP®

Studies show that for a majority of Millennial couples, financial decisions are a source of tension. Sharing financial goals and then planning for them is critical to achieving financial peace of mind. This post shares some guidelines to get the conversation rolling.

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What the Stock Market Would Tell You, If It Could Talk

February 5, 2019
Mark J. Smith, CFP®, CPA/PFS, CIMA®

Feeling anxious about the financial events of 2018? You're not alone. In this post, we share our in-depth research of the stock market to shine a little light on the past in hopes of helping you look at the future with more objectivity. You'll learn why we feel positive for the coming year.

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History 101: A Tale of Two Decades

November 21, 2019
Mark J. Smith, CFP®, CPA/PFS, CIMA®

Watching the S&P 500 and its fluctuation can make people feel a little anxious. We know from studying the markets over the last 20 years that there will be highs and lows, but we also learn that market timing does not work. Read the tale in our post.

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How Should You Pay Your Wealth Advisor?

November 7, 2019
Mark J. Smith, CFP®, CPA/PFS, CIMA®

Financial advisor compensation is on the minds of cost-conscious investors seeking access to high-quality financial advice. In this post, learn the three most popular methods of advisor compensation, the pros and cons of each, other important factors to consider, and how M.J. Smith & Associates charges clients.

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Getting the Biggest Bang for Your Credit Card Buck

October 17, 2019
Alexa Kane, CFP®, CDFA™

As your financial advisors, we certainly don’t advocate overuse of your credit card to the point you can’t pay off your balance every month; however, using a credit card wisely could offer some perks you may not be aware of. Here are some the benefits your credit card company may offer.

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File vs. Shred: How Long Do You Need to Keep Important Documents?

October 3, 2019
Jacob Jaegle, CFP®

If you’re thinking about cleaning up your files and records to make next year’s tax filing process easier, we have some tips on what you need to keep and for how long. We'll also talk about the benefit of RJ Vault.

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Who Do You Trust? Protecting Your Investments

September 19, 2019
Alexa Kane, CFP®, CDFA™

Financial fraud and exploitation are growing problems in the U.S., especially for our aging population. Protecting all of our investors, but especially those who are most vulnerable, is a top priority for M.J. Smith & Associates. Learn why naming a trusted contact is so important and the specific role this person plays.

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Why Interest Rates Should Interest You

September 9, 2019
Drew Barnes, CFP®

Interest rates are always a hot topic across the investment landscape. They affect the decisions you make with money in many ways, some more obvious than others. In this post, learn about current trends and how we feel about the news surrounding an inverted yield curve.

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File vs. Shred: How Long Do You Need to Keep Important Documents?

October 3, 2019
Jacob Jaegle, CFP®

If you’re thinking about cleaning up your files and records to make next year’s tax filing process easier, we have some tips on what you need to keep and for how long. We'll also talk about the benefit of RJ Vault.

Read More

Who Do You Trust? Protecting Your Investments

September 19, 2019
Alexa Kane, CFP®, CDFA™

Financial fraud and exploitation are growing problems in the U.S., especially for our aging population. Protecting all of our investors, but especially those who are most vulnerable, is a top priority for M.J. Smith & Associates. Learn why naming a trusted contact is so important and the specific role this person plays.

Read More

Why Interest Rates Should Interest You

September 9, 2019
Drew Barnes, CFP®

Interest rates are always a hot topic across the investment landscape. They affect the decisions you make with money in many ways, some more obvious than others. In this post, learn about current trends and how we feel about the news surrounding an inverted yield curve.

Read More

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