Financial Advice
Blog Category - Financial Advice
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…
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You checked your 401(k) balance in January and felt pretty good. But now it’s almost July — and things feel different. Maybe that spring trip to visit the grandkids ran…
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You’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…
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“Will my money last as long as I do?” It’s the question that keeps many retirees up at night. And when it comes to stretching your retirement dollars, few decisions…
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For decades, you’ve put everyone else first. You were the one who stayed up with sick kids, who managed the house while balancing work, who cared for aging parents without…
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You didn’t retire to pinch pennies. But here we are in 2025—groceries cost more, travel is pricier, and even a trip to the pharmacy can feel like it comes with…
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Don’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…
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Are 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…
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Why You Can’t Afford to Ignore Long-Term Care Planning Most people don’t think about long-term care—until it’s too late. Maybe you’ve seen it happen to a friend or family member:…
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You’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…
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