Charter Financial Resources

03/28/2023

Get up to a $2500 matching contribution to your child or grandchildren’s 529 college savings account. For children born after January 1, 2020. Must apply before December 31, 2023.

Introducing FIRST STEP, a free kickstarter saving program for Colorado newborns from CollegeInvest, Colorado’s 529 college saving program.

03/28/2023

Colorado state 529 plan is making up to a $2500 matching contribution for 529s accounts that are set up for children born after January 1, 2020.

www.collegeinvest.org/firststep

11/22/2022

A great friend of the Charter Financial family is going back to school to become a family counselor. He is blind and the technology for him hasn't come down in price as much as it has for the rest of us. For a Braille Note Tablet, the cost is close to 6K. For most of us, we can get a tablet for a couple hundred dollars. The manufacturer is offering a Black Friday deal this week. He is halfway to his goal. Please consider helping him get to his goal this holiday season. This device will help him be independent in his classes and communicate with his teachers much more efficiently. Thanks for your support.

My friend Trey has been through a lot over the years. He lost his eyesigh… Marc Wheeler needs your support for Braille Note Tablet for Trey (Back to School)

11/04/2022

Talking Life Insurance and Long Term Care

10/13/2022

Keep track of your home improvement expenses so you can increase your cost basis and minimize the capital gain on your primary residence when you go to sell.

09/13/2022

Gifting, step up in basis, beneficiary deed

08/26/2022

College Age kids should have some legal docs. POA, living will, HIPAA

08/17/2022

Qualified Charitable Distributions (QCD), Donor Advised Funds and general tax planning.

08/05/2022

Great time to think about Roth Conversion