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Peace of Mind is Priceless: Five Main Benefits of Life Insurance + Five Main Coverage Types

Peace of Mind is Priceless: Five Main Benefits of Life Insurance + Five Main Coverage Types

6 Quick Healthcare Tax Tips for Financial Peace of Mind

New Year, New You: 13 Financial Planning Strategies to Kick 2024 off Right

Smart Money Management - Should You DIY Your Investing or Hire a Financial Planner?

Family and Money - How to Talk to your Parents as They Get Older

How Do Pension Plans Work and What Do You Need to Know for Retirement?

How to Turn your Black Friday Savings into Tax Savings

How to Prepare For The Medicare Open Enrollment Period

Disaster Preparedness Tips to Protect Your Family and Your Financial Well-Being

How to Qualify and Apply for Colorado’s Property Tax Exemptions for Seniors

Let’s Celebrate National 401(k) Day September 8, 2023 - How to Get More From Your 401(k)

New Tax Law Lets You Move 529 Funds to Roth IRA: How Retirees Benefit

Why Being Loyal to One Bank Could Cost You in 2023

Does Your Low-Rate Mortgage Have You Feeling Stuck? Don't Worry - You Have Options

Is It Too Late to Make Money With I Bonds?

U.S. Debt Ceiling Resolution One Month Out: Impacts and What’s to Come

What Is an Ethical Will? How and Why to Write a Legacy Letter for Your Loved Ones

The Art of Putting Underperforming Assets to Work

Travel in Retirement: Making the Most of America’s National Parks System

How to Plan for Required Minimum Distributions (RMDs) in Retirement: A Quick Guide

Qualified Charitable Distributions from an IRA: How Giving Back Can Lower Your Taxes

Prescription Drug Prices Keep Rising - How 3 New Programs Can Help You Reduce Health Care Costs

Secure 2.0: These Retirement Rule Changes Can Help You Save More

Saving for Retirement in 2023: 7 Points for a Quick Financial Checkup

Thinking About a Job Change? Ask These 5 Key Financial Questions First

End of Year Financial Checklist - Consider These 7 Tax Planning Strategies

Holiday Budgeting 101: How to Stay on Budget with Holiday Spending

How Gratitude Benefits Your Money Mindset (and Boosts Your Finances)

Dollar Cost Averaging and More – 4 Reasons to Keep Investing in a Bear Market

How to Become a Snowbird in Retirement - 7 Tips to Help You Prepare

Medicare Open Enrollment Period 2022 - What Retirees Need to Know

Federal Student Loan Forgiveness Plan: What You Need to Know

Ask a Financial Advisor: Is Now a Good Time to Buy a Car?

Ask a Financial Advisor: Is Now a Good Time to Buy I Bonds?

Teens and Summer Jobs: 5 Ways to Help Them Secure Their Financial Future

12 Travel Tips to Help You Keep Your Cool During Unprecedented Airline Staff Shortages

Investing and the Future of Crypto - Another Asset Class or Another Big Risk?

8 Biggest Retirement Mistakes to Avoid if You Want a Successful Retirement

Set Up Custodial Roth IRAs for Your Kids Now, They'll Thank You Later

How to Choose a Financial Advisor for Retirement Planning - 5 Questions to Ask

Not all Superheroes Wear Capes - How We Use Our Financial Planning Superpower to Help You Retire Better

What is Sustainable Investing and is it a Good Idea for Your Retirement Savings?

Feel Like You Paid Too Much in Taxes? Here’s How to Prepare for Next Year

Retirement Happened - Now What?

Wealth Legacy Institute Founder Kim Curtis on 11 Most Impactful Books for Life and Business

Make a Charitable Donation in 2022. It Benefits Your Mental Health, and Your Taxes

Set Yourself Up for Retirement Success - Essential Questions for Financial Planning and Goal-Setting

An Independent Wealth Management Firm that Works for You, Not Wall Street Interests

Less Is More - Why Decluttering Your Home Is the Act of Self-care You've Been Forgetting

World Cancer Day 2022 - Cancer Care Advice and Resources for Caregivers and Patients

Changes and Challenges for Tax Season 2021 - Here’s What You Need to Know

4 Reasons Your Financial Advisor Should Be a Certified Financial Planner (CFP®)

5 Retirement Plan Options for the Self-Employed

Planning Doesn’t End at Retirement - Accumulation vs. Distribution and How to Prepare Yourself for Them

How to Make Your Colorado Home More Energy Efficient (and Save More Money for Retirement)

Retirement Planning Questions to Ask Yourself This New Year’s

Top Winter Travel Destinations in the U.S. for Retirees

Sports Betting is Legal in Colorado - Should You Wager Your Retirement Savings?

Electric Vehicle (EV) Tax Credit: Biden’s Bill Could Put More Savings in your Pocket for Retirement

What to Teach Your Adult Children About Money and Finances

5 tips for holiday gifting and donations

The Great Resignation & Retirement - Your Options in the "New Normal"

5 Key Steps for Preparing to Retire in 2022

Year-end Financial Planning for Retirees - Consider These Strategic Tax Moves Before the End of 2021

7 Timeless Investment Tips for Financial Planning Month

The One Social Security Benefit for Baby Boomers the Government Doesn’t Want You to Know About

National Disability Employment Awareness Month - Keys to a Secure and Comfortable Retirement

10 Reasons to Rollover Your 401(k) into an IRA

The 4 Types of Wealth to Accumulate for a Happy Retirement

Have You Factored Your Pet into Your Estate Planning?

World Alzheimer's Day is September 21 - 10 Warning Signs of Cognitive Decline to Look Out For

Your Guide To Going Back To School In Retirement

Should You Worry About How Inflation Will Affect Your Retirement Planning?

Are Investment Trends Like Crypto and Clean Energy Good for Your Retirement Plan?

Top 10 Ways to Make New Friends in Retirement

Protect Your Retirement Savings With 7 Online Safety Tips

How to Exit a Timeshare Property Without Blowing Your Retirement Savings

Prevent Retirement Whiplash: What to do to Ensure Retirement Success

Investing a Lump Sum for Retirement - What to Do and Pitfalls to Avoid

National Family Reunion Month - Time to Discuss your Retirement Plans with Family?

Can (and Should) Couples Keep Their Finances Separate in Retirement?

Pinpoint your Passions - Opportunities for Volunteering in Retirement

Retiring with Pride – How LGBTQ Retirement Planning is Unique

How to Tell if Your Advisor is a Fiduciary (and Why it Matters)

Secrets to a Happy Retirement - What Will Enrich Your Life in Retirement and What Will Hinder it?

How to Rollover Your 401(k) When You Retire

What the Remote Work Boom Could Mean for Your Retirement

How to Use HSAs to Your Advantage in Retirement

6 Reasons to Downsize Your Home in Retirement, Plus Tips for Doing it Right

May is National Bike Month: Cycling Adventures for Retirees in Denver

The Transition From Midlife to Later Life - How Our Perspectives Change in Retirement

Top 10 Articles to Boost Your Financial Literacy For Retirement

Tax Day 2021: Should You Move to a Tax-Friendly State For Retirement?

Are Prepaid Funeral Plans a Good Idea?

New Book Release - Retirement Secrets: Keys to Retiring Happy, Healthy, & Free

How to Fight Loneliness and Connect During COVID-19 (Without Zoom)

How Biden’s New Stimulus Bill Affects Your Retirement Savings

Find Your Financial Bearings - Why You Need a Financial Plan for Retirement

Financial Freedom: How Women are Changing the World

How Grandparents Can Help Pay for College Without Spoiling Their Retirement Savings

Crossing the Bridge: Understanding the Retirement Transition

Four Key Steps to Closing the Racial Retirement Savings Gap

It’s Not About the Money: 4 Secrets to a Happy Retirement

How to Protect Your Retirement Savings from Scammers

Thinking of Retiring Abroad? Consider These Financial and Lifestyle Factors

The New Coronavirus Stimulus Bill Passed - Here’s What it Means for Your Retirement Planning

City, Beach, or Mountains: Where Do You Want to Live in Retirement?

End of Year Reflections and New Year’s Resolutions: Goal Setting for 2021

5 Conversations You Need To Have With Your Partner Before Retirement

How Rebalancing Investment Portfolios Manages Risk, Especially in Retirement

Long-Distance Caregiving: Caring for Aging Family Members During a Pandemic

45 Fun Things to Do in Retirement: Retirement Mapping for a Lifestyle You’ll Love

How Retirees Can Cultivate More Gratitude in 2021

What the COVID Economy Means For Your Retirement Investment Plan

Define Your Ideal Retirement Lifestyle with Retirement Mapping

How to Buy Your Next Vehicle Without Spoiling Your Retirement Savings

Consider Year-End Roth Conversions for Retirement Tax Savings

Working from home? You may qualify for tax savings

The Other Side of Health Care - Planning for Long Term Care Costs in Retirement

Election Results and the Markets: Why Retirees Shouldn’t Worry Who Wins in November

Denver Farmers Market Guide: Money-Saving Tips for Retirees, Plus Area Markets

Pension Plan Primer - What You Need to Know as You Approach Retirement

Retirement Relationships Part 2: Strategies for Forming New Relationships in Retirement

Are You Covered? What Retirees Need to Know About Homeowners Insurance

Retirement Relationships: The Importance of Building Social Wealth in Retirement

What Retirees Need to Know About Required Minimum Distributions

Why Retirement is the Perfect Time to Find Out Who You Really Are

Medicare Basics - What You Need to Know About Healthcare in Retirement

Retirement Investors Beware: Why Regulation “Best Interest” is Misleading at Best

Keeping it Fresh: Your Relationship and Your Food

Using the Tax Triangle to Save Money and Boost Your Retirement Plan

How to Avoid a Sedentary Lifestyle While You’re Staying Safe at Home

Summer’s Tax Day - Income Tax Filing Tips for 2020 and Beyond

7 Common Questions Retirees Ask About Social Security Benefits

A Big Picture View for Retirement: Benefits of Long-Term Financial Planning

"COVID-friendly" Summer Vacations for Denver Retirees

Protect Your Retirement Savings with an Emergency Preparedness Plan

Ready or Not: How to Know if You’re Prepared to Retire Full-Time

Make Exercise Your New Job for a Successful Retirement

Why Estate Planning is Important And How to Get Started Now

Why an Investment Process is Key to a Successful, Stress-Free Retirement

Mental Fitness - Avoid the Pitfalls of Social Isolation

Retirement Savings Boost: How To Find Lost 401(k) Money and Other Orphaned Accounts

What Is a Reverse Mortgage and Why Retirees Should Try to Avoid One

What You Need to Know About the $2 Trillion CARES Act

Life in Times of COVID-19: 7 Ways to Stay Active and Connected During Social Distancing

4 Ways Annuities are Like Bad Relationships

3 Reasons to Embrace Retirement (And Start Planning For It Now)

What will be important to me in retirement?

How Will Coronavirus Affect Your Retirement Plan?

Changing Financial Advisors: How to Make the Switch

The 2020 State of Retirement Report in Denver

How to Find Your Family's Financial Advisor

What is the Fiduciary Rule and How Will Changes Affect You in 2020?

The Denver Retiree's Guide to Financial Resolutions You Will Keep This Year

The Important Differences: Fee-Only vs. Fee-Based Financial Planners

Fiscally Fit: How to Avoid Common Money Mistakes and Make Retirement Planning EASY

How to Face Your Retirement Planning Fears

5 Ways Retirees Can Avoid A Major Spending Mistake

25 Options for Extra Income During Retirement

What Pre-Retirees Need to Know About Investing in Bitcoin and Other Cryptocurrencies

How to Pay for College Without Ruining Your Retirement Plan

Trade Tariffs Can't Spoil a Good Retirement Plan

The Early Retiree's Financial Planning Guide

Learning the Hard Way: Not All Advisors Are Created Equally

Values and Vision: A Wide Angle Lens for Personal Retirement Planning

Retirement Planning Decisions: IRA vs Roth IRA vs 401(k)

Everything Denver Retirees Need to Know About Federal Reserve Interest Rates and Cuts

Avoid These 5 Bad Travel Habits to Save Thousands

What Is the Difference Between the Broker-Dealer Standard of Conduct and the Fiduciary Oath?

Bad Retirement Planning Advice You May Be Tempted To Follow

5 Things to Consider When Planning Your Perfect Retirement

5 Questions You Forget to Ask With DIY Retirement Planning

4 Financial Considerations for Retiring in Denver

What Are the Four Principles of Wise Long-term Wealth Management?

Fiduciary 101: How to Find Your Best-Fit Wealth Management Advisor

Making a Plan for Smooth Retirement, Regardless of Bumps in the Road

Locations in Denver Where Your Pup Can Come Too

3 Favorite National Parks Near Denver for Retirees

3 Hobbies Retirees in Denver Love to Enjoy

How to Enjoy Legal Marijuana in Colorado

5 Ways to Explore Denver’s Craft Beer Scene

5 Boredom-Relief Gigs New Retirees in Denver Should Consider

The Reason Your Fashion Choices Could Cost You a Comfortable Retirement

The Unexpected Reason Retirement Planning Will Put a Smile on Your Face

Tidying Up Your Retirement Plan: Strategies for Achieving Joy

What Are the Costs of the Government Shutdown?

Health and Wealth: Why Your Weekly Tennis Match Strengthens Your Retirement Nest Egg

7 Signs Your Retirement Lifestyle Needs a Reality Check

Retirement Planning: How to Travel Using Your IRA Funds

What To Consider When Retiring Abroad

What Affects Your Cost of Car Insurance

How to Protect Your 529 College Savings Plan From Impulse Buys

What your financial advisor won't tell you (but you should ask anyway)

What You Need to Know About Timeshares

Financial Decisions Don't Stop with Death

How to Rebuild Your Credit Score

Tips for Negotiating Your Salary

What You Need to Know About the Economic Growth, Regulatory Relief, and Consumer Protection Act

Market Volatility is More Common Than You Think

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