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

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...

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...

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 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) ...

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...

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...

Many grandparents dream of helping their grandkids pay for their college education. Finding the money to send one or more grandchildren to an institut...

If you’ve been waiting for an update on the coronavirus relief bill, you’re not alone. After months of negotiations, the long-awaited “Coronavirus Sti...

Every December, thousands of people—maybe even you—choose a list of resolutions for the new year. Countless others name an annual “word of the year” t...

Creating a low-cost globally diversified portfolio is an optimal way to make sure your investments are working efficiently, something Wealth Legacy In...