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Estimated Taxes

Estimated Taxes

By Justin Fundalinski, MBA | January 20, 2017

By the time you are reading this article it is too late to make any estimated tax payments for 2016. However, now is the right time to start thinking about estimated tax payments for next year.  As many of our readers rely on various income sources in retirement, tax withholding is not as cut and Read more…


Trump Taxes

By Justin Fundalinski, MBA | December 20, 2016

Now that the election is over we have to start considering what could happen as President-elect Donald Trump implements (or tries to implement) the center piece of his economic plans – tax reduction.  Please note that this article is based on Trump’s statements during his campaign, is focused on individual taxes (not business), and many Read more…


Delaying Medicare Enrollment

By Andrew Johnson and Justin Fundalinski, MBA | November 21, 2016

Recently, we had a few questions come in regarding delayed Medicare Part B enrollment. Because Medicare can be a complex topic and these questions are common, we wanted to share some of the concerns these folks had with you. What happens if you delay your enrollment into Part B of Medicare because you are still Read more…

Medicare Part D

Medicare Part D Plans: Moving the Goal Line

By Andrew Johnson and Justin Fundalinski, MBA | October 20, 2016

With autumn upon us it is rather easy to see and feel the changes of a new season: the air gets crisper, the days get shorter, leaves change colors and baseball gives way to football. Unfortunately, Medicare Prescription Part D Plans are subject to change soon too. Some Medicare changes we can set the clock Read more…


Colorado PERA Options for Medicare Part A

By Justin Fundalinski, MBA | September 20, 2016

We recently came across a case in which a retired PERA employee worked many of her years during the time when employees did not contribute to Medicare taxes, but also worked some of her years during a time that they did contribute to Medicare taxes. The end result was that she did not earn her Read more…

Medicare Part D

Medicare Part D (Prescription Drug Plan)

By Justin Fundalinski, MBA | August 20, 2016

With open enrollment for Medicare around the corner (October 15 through December 7th) maybe it’s time to start talking a bit about some important things to be looking out for.  Rather than trying to write an all-encompassing article about Medicare, let’s start with one part of Medicare, specifically prescription Part D. What is Medicare Part Read more…


Trickle-Down Taxes

By Justin Fundalinski, MBA | July 15, 2016

We have all heard about trickle-down economics – in its most basic sense it argues that over time tax breaks for large corporations and investors (the wealthy) will stimulate economic growth as they will be able spend more money in the economy rather than on taxes. Well, I have decided to coin a new term Read more…

Cap on SALT deductions

Taxation of Social Security Benefits

By Justin Fundalinski, MBA | June 22, 2016

There has been a lot of talk around the office and with clients about taxation of Social Security benefits. Since we are talking about taxation, we are talking about Internal Revenue Code (IRC), and we all know that the IRS likes to make things a clear cut as possible**[1].  In this week’s news article I Read more…

Long Term Care Stats

Long Term Care Stats

By Justin Fundalinski, MBA | May 20, 2016

Now that my family is covered by a robust health insurance plan I have decided to visit the doctor for a litany of things that I have been putting off for a while (apparently high deductibles work and I have avoided the doctor for years). Don’t worry, I’m in good health.  However, with all of Read more…

Enrolled Agent

What is an Enrolled Agent?

By Justin Fundalinski, MBA | April 15, 2016

Next year, Jim Saulnier and Associates will be expanding its services into the realm of taxes.  The net result of this is that I have decided to move forward with an Enrolled Agent (EA) designation from the IRS.  Unfortunately, not too many know what an EA is, so why not inform our monthly readers on Read more…

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