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Financial Planning
Medicare Mistakes That Are Costing Retirees Thousands
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…
Read MoreLong-Term Care Is Expensive. Are You Ready for It?
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:…
Read MoreDeclutter Your Retirement Finances in Just 7 Simple Steps
Remember 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…
Read More10 Ways to Build Your Dream Retirement Together
Mike always imagined retirement filled with morning golf and road trips in their RV. Linda? She loved her job and wanted five more years at the office. If this sounds…
Read MoreYour 2025 Retirement Financial Checklist: Start the New Year with Confidence
As 2025 begins, it’s time to revisit your retirement strategy with fresh eyes. Whether retirement feels like a distant dream or is just around the corner, having a clear and…
Read More8 Holiday Spending Tips to Keep Your Retirement Savings Secure
The holidays are filled with opportunities to create cherished memories with loved ones, but they can also bring financial pressure. For retirees, this season often leads to unplanned expenses that…
Read MoreMaximizing Your Social Security Benefits: Strategies and Tips
When it comes to retirement, every dollar counts, and Social Security benefits are no exception. With careful planning and smart decisions, you can significantly increase the amount you receive over…
Read More10 Essential Steps to Protect Your Retirement Goals
Year-End Financial Checklist: 10 Essential Steps to Protect Your Retirement Goals The end of the year is more than just a time for celebration—it’s an opportunity to take control of…
Read MoreReview 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…
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