719.597.2179
Advisor
Review Your Insurance Policies and Long-Term Care Plans Before the Year Ends
December is a time for reflection and planning—making it the perfect opportunity to review your insurance coverage. For retirees and those nearing retirement, this isn’t just about tying up loose…
Read MoreSimple Tax-Loss Harvesting Strategies for Retirement
The Potential of Tax-Loss Harvesting for Retirees Retirement is a time to enjoy the fruits of your labor, but it also comes with financial challenges—like stretching your savings to cover…
Read MoreFinancial Monsters: Your 2024 Money Survival Guide
Let’s face it—money problems in 2024 can feel like battling monsters. They’re sneaky, unpredictable, and always lurking around the corner, ready to pounce when you least expect it. Whether it’s…
Read MoreSimple 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 yet straightforward steps, you can…
Read More8 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 help dads make better financial…
Read More10 Books to Read This Summer for a Richer Retirement
Summer’s the perfect time to get into a good book, especially one that can brighten your financial future. Chilling by the pool or curled up in your favorite chair, here’s…
Read More5 Mother’s Day Gift Ideas That Money CAN Buy (Literally!)—And One is FREE!
This Mother’s Day, why not give a gift that does more than just put a smile on her face for a day? Consider these thoughtful financial gifts that not only…
Read MoreIs It Ever Too Late to Plan for Retirement? A Straight Talk
Wondering if the retirement ship has sailed without you? Good news: it’s never too late to get started. Even though kicking things off earlier is a plus, jumping in at…
Read More7 Retirement Insights: Lessons I Wish We All Knew Sooner
Retirement, huh? It’s the phase of life many of us dream about during those long office hours or endless meetings. But as many folks have found out (often the hard…
Read MoreHow Parents Can Help with Student Loans Without Delaying Retirement Dreams
Tackling college costs for our kids while keeping an eye on our own retirement? Yeah, it’s a lot. But, believe it or not, there’s a way to do both without…
Read More