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Justin Hobbs

Posts by Justin Hobbs

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...

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

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

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

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...

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

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...

How Rebalancing Investment Portfolios Manages Risk, Especially in Retirement

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

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