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Justin Hobbs

Posts by Justin Hobbs

Have You Factored Your Pet into Your Estate Planning?

Most retirees have a will or living trust in place to ensure that loved ones are provided for when the time comes. But have you included your pet in y...

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

The recent rise in inflation has been impossible to miss. Food costs keep going up, the housing market is red-hot, and gas prices are high, even by su...

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

Unless you've been living under a rock, you've probably heard of Bitcoin. You may have noticed that the real estate market keeps getting hotter. And y...

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

Receiving a lump sum of money can be a life-changing event. Whether from selling your home for a profit, cashing out a major equity investment, or col...

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

Many married couples enjoy having financial independence throughout their working lives. Some maintain separate bank accounts for decades without a hi...

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

Working with a financial advisor can be scary. Many people have been burned in the past or heard horror stories from friends. Whether it's brokers sel...

How to Rollover Your 401(k) When You Retire

Retiring soon? Congratulations! Reaching retirement is a big and exciting accomplishment. But it’s also a time of transition, and there are a lot of c...

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

Should you downsize your home in retirement? It’s a common question and the answer is—it depends. Retirement is a time that brings many lifestyle chan...

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

Tax Day 2021 has been moved to May 17th, as, like last year, the IRS extended the due date because of the pandemic. Most states (Colorado among them) ...

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

We’re thrilled to announce, Retirement Secrets is here! After much hard work and a bit of delay (thanks coronavirus!) Retirement Secrets: Keys to Reti...

How Biden’s New Stimulus Bill Affects Your Retirement Savings

That’s right, another new stimulus bill passed. Biden’s first major legislative move as President is a $1.9 trillion relief plan. And it’s the first f...

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