719.597.2179
Financial Planning
The Truth About Social Security: Are Your Benefits at Risk?
Social Security has been a safety net for millions of Americans, but it’s facing significant challenges that could affect the benefits you’re counting on. Whether you’re planning for retirement or…
Read More8 Smart and Safe Ways to Grow Your Retirement Funds
“What are the best ways to invest my money without taking on too much risk?” That’s always the first question I hear from my clients when we talk about income…
Read MoreRoth IRA or Traditional IRA? Find Out Which Is Best
When planning for retirement, choosing the right type of Individual Retirement Account (IRA) is crucial. The two most common types are Traditional IRAs and Roth IRAs. Each has distinct perks…
Read MoreMedigap Myths Busted!
What You Must Know Before It’s Too Late… Medigap, also known as Medicare Supplement Insurance, is an essential tool for many retirees looking to cover healthcare costs not included in…
Read MoreTransform Your Retirement Savings with This Simple, Overlooked Strategy!
How can you make the most of your savings with the current high CD (Certificate of Deposit) rates? CDs might sound old-school, but they have some impressive returns right now,…
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 More5 RMD Myths Every Retiree Must Know to Avoid Costly Mistakes!
Retirement is an exciting phase of life, but managing your finances can be tricky. One key aspect you’ll need to master is Required Minimum Distributions (RMDs). Let’s bust some common…
Read MoreThink It’s Too Late? Top Strategies to Save Your Retirement Today
According to a 2023 survey by the Economic Policy Institute, “nearly half of American households have no retirement savings”. This can be a frightening and uncertain situation, but there are…
Read More4th of July is Coming! Are You Truly Financially Independent?
The 4th of July is almost here, and while we’re gearing up to celebrate freedom and independence, it’s also a good time to think about our own financial independence. Are…
Read More10 Must-Know Pension Tips to Boost Your Retirement
With recent changes in pension laws and the ever-evolving economic landscape, understanding how to make the most of your pension has never been more crucial. These updates can significantly impact…
Read More