719.597.2179
Retirement
8 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 More6 Thoughtful Ways to Express Gratitude to Loved Ones This Thanksgiving
Thanksgiving is a celebration of gratitude, family, and community—a chance to appreciate the people who make your life richer. Expressing gratitude thoughtfully goes beyond saying “thank you”; it involves creating…
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…
Read MoreIs a Self-Directed IRA Right for You? The Pros and Cons You Need to Know
When it comes to retirement savings, control can be a double-edged sword. A Self-Directed IRA (SDIRA) offers significantly more freedom than a traditional IRA, allowing you to invest in assets…
Read MoreThe $100,000 Decision: Your 2024 Roth Conversion Master Plan
2-minute read that could save you thousands The Stakes Are High A 60-year-old with a $500,000 traditional IRA could save over $100,000 in lifetime taxes with the right Roth conversion…
Read MoreFinancial Monsters: Your 2024 Money Survival Guide
Let’s face it—money problems in 2024 can feel like battling monsters. They’re sneaky, unpredictable, and always lurking around the corner, ready to pounce when you least expect it. Whether it’s…
Read MoreHow Smart Asset Allocation Can Protect Your Retirement Savings
When you’re planning for retirement, managing risk is just as important as growing your savings. This is where asset allocation becomes critical. By dividing your investments across different asset types—stocks,…
Read More