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…
View the Full ArticleYou 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…
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 Article“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…
View the Full ArticleFor 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…
View the Full ArticleYou 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…
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 ArticleWhy 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:…
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…
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