719.597.2179
Avoid Costly Medicare Enrollment Mistakes in 2024
Medicare enrollment can be complex, and making the wrong choice could lead to expensive penalties or gaps in your healthcare coverage. With the Inflation Reduction…
Read More
8 Smart and Safe Ways to Grow Your Retirement Funds
“What are the best ways to invest my money without taking on too much risk?” That’s always the first question I hear from my clients…
Read More
Roth IRA or Traditional IRA? Find Out Which Is Best
When planning for retirement, choosing the right type of Individual Retirement Account (IRA) is crucial. The two most common types are Traditional IRAs and Roth…
Read More
Medigap Myths Busted!
What You Must Know Before It’s Too Late… Medigap, also known as Medicare Supplement Insurance, is an essential tool for many retirees looking to cover…
Read More
Transform Your Retirement Savings with This Simple, Overlooked Strategy!
How can you make the most of your savings with the current high CD (Certificate of Deposit) rates? CDs might sound old-school, but they have…
Read More
Simple Strategies to Avoid Running Out of Money in Retirement
Retirement should be a time of relaxation and enjoyment, not financial stress. However, many retirees face the fear of outliving their savings. By implementing strategic…
Read More
5 RMD Myths Every Retiree Must Know to Avoid Costly Mistakes!
Retirement is an exciting phase of life, but managing your finances can be tricky. One key aspect you’ll need to master is Required Minimum Distributions…
Read More
Think It’s Too Late? Top Strategies to Save Your Retirement Today
According to a 2023 survey by the Economic Policy Institute, “nearly half of American households have no retirement savings”. This can be a frightening and…
Read More
4th of July is Coming! Are You Truly Financially Independent?
The 4th of July is almost here, and while we’re gearing up to celebrate freedom and independence, it’s also a good time to think about…
Read More
10 Must-Know Pension Tips to Boost Your Retirement
With recent changes in pension laws and the ever-evolving economic landscape, understanding how to make the most of your pension has never been more crucial.…
Read More
Revamp Your Retirement Withdrawals with These 10 Expert Tips!
Did you know that 63% of retirees worry about running out of money during retirement? According to a study by Allianz Life, this concern is…
Read More
8 Financial Pitfalls Dads Encounter in Retirement—And Proven Strategies to Avoid Them!
When planning for retirement, dads often face unique financial challenges that impact their financial security. Understanding these challenges and the psychological reasons behind them can…
Read MoreReady to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a webinar.
