Retirement Planning Center of the Rockies

Back in 1988, the founders of CORE Financial began working along the front range as independent agencies working in our own hometown markets. We worked together for many years helping families and small businesses plan for, and insure, their financial future. We formed CORE Financial in 2001 and greatly expanded the products and services that we make available to the public. We now have a number of very qualified insurance-licensed individuals and Registered Representatives of Signator Investors, Inc. that have joined together to make up an integral part of our firm.

401k Extra LLC, nestled in the vibrant city of Fort Collins, CO, is your go-to destination for comprehensive financial management and employee benefits consulting. Specializing in personalized financial planning, the expert team is dedicated to guiding individuals and businesses toward securing a prosperous future. Whether you need assistance with investment strategies, insurance solutions, or optimizing employee benefit packages, 401k Extra LLC delivers tailored services designed to meet your unique needs and goals. With a proven track record in helping clients achieve financial success, they are committed to providing exceptional service and strategic advice. Trust 401k Extra LLC to be your partner in navigating the complexities of financial planning and employee benefits.

When you are young, without a lot of tax issues, it may take only an hour or so to prepare a Form 1040-EZ or Form 1040A. Once you own a home, you graduate to the more complex standard tax form, the 1040, with one or more additional schedules. The time comes when you realize you are spending a lot more time getting the return done, especially if you are uncertain how an item should be treated; you have to spend time researching the tax law. You begin to worry that you might not be handling things correctly, and fear that one day that dreaded letter from the IRS arrives. When I started as a CPA over 30 years ago, tax laws changed about every two years. But now it seems that almost every bill that Congress passes has an impact on taxes. I have to keep up with all those changes, at least to the extent of knowing how to research a specific problem in light of the tax code. Many of the rules aren't logical. They just are. So having someone who knows what the new laws are how to interpret them is key to your Tax Preparation survival and success! About Tom Healy He received the highest grade in Colorado on the November 1977 Uniform CPA Examination. After working for Arthur Young & Company (now part of Ernst and Young for a short time, he started his own company in 1979. In addition, he has taught accounting and business administration courses for Regis University's School for Professional Studies. In 1998 he took the course work and passed the examination to become a Certified Senior Advisor (CSA).