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The Importance of Financial Literacy

The Importance of Financial Literacy

The current pandemic is a generational event that has caused many to reflect on their financial situation and look closely at their financial habits.  According to a recent poll conducted by the National Endowment for Financial Education (NEFE), 88% of Americans say the COVID-19 crisis is causing stress in their personal finances.

Deductibility of 529 Contributions in Colorado

College Refunds & Your 529

With the cancellation of in-person classes and the closing of dorms as a result of the COVID-19 pandemic, a number of colleges and universities have provided partial rebates/refunds for tuition and other costs like room and board.  Many of these costs had been covered...