Advisor
Blog Category - Advisor
You’ve probably noticed it at the bank. That CD rate that was practically zero for years? It’s finally offering something decent. Your savings account might even be paying a little…
View the Full ArticleYou’ve Spent a Lifetime Earning—Now Use Senior Discounts to Keep More Retirement should be the time when your money works for you—not the other way around. But many retirees still…
View the Full ArticleDon’t Let Tax Day Catch You Off Guard Tax Day is here, and if you’re still sorting through forms, wondering if you missed something, you’re not alone. Taxes in retirement…
View the Full ArticleAre You Overpaying Without Even Realizing It? Are you paying hundreds more than necessary for Medicare each month? Many retirees in Colorado Springs are—often without realizing it. That’s thousands of…
View the Full ArticleYou’ve worked hard to build a secure retirement, and if you have a pension, it’s one of your most valuable assets. But are you making the right choices with it?…
View the Full ArticleYou’ve worked hard, saved diligently, and finally stepped into retirement. But what if your budget isn’t as secure as you thought? It’s not the big vacations or luxury splurges that…
View the Full ArticleRemember that satisfying feeling of finally organizing a messy kitchen drawer? Getting your retirement finances in order brings that same peace of mind—but it’s easy to put off. Whether you’ve…
View the Full ArticleThat dream retirement home in Florida? The golf membership? Those plans might need a reality check. Take Tom and Susan, for example. Tom spent 30 years saving for his dream…
View the Full ArticleDecember 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…
View the Full ArticleThe 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…
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