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

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

Winter is here, and with the colder temperatures come higher utility bills. According to the U.S. Energy Information Administration, space heating mak...

Retirement Planning Questions to Ask Yourself This New Year’s

Have the repercussions of the pandemic impacted your retirement plans? Like it or not, COVID-19 has affected us all, be it financially, socially, emot...

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

Now that many are vaccinated and travel feels somewhat safer, you might be considering a winter getaway or a trip to see friends and family. It’s not ...

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

As you may have heard, sports betting is legal in Colorado. As of May 1, 2020, individuals over 21 years old can place bets with state-licensed and au...

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

Have you thought about going electric with your next car purchase? Electric vehicles continue to grow in popularity as the technology matures, prices ...

What to Teach Your Adult Children About Money and Finances

Are your adult children financially savvy? How good are they at managing money? If your child would be clueless on how to do their taxes or find out t...

5 tips for holiday gifting and donations

As the holiday season approaches, so does the time of gift giving. While many of us like to receive gifts, science shows that giving gifts makes us ha...

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

In February 2018, we wrote about how workers were retiring later than ever before. Now, just over three and a half years later, we're experiencing a h...

5 Key Steps for Preparing to Retire in 2022

Retiring is a momentous occasion. After working for decades, you may be looking forward to living at a more leisurely pace. Whether you want to travel...

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

Shockingly, 2021 will be winding down in the coming weeks. Another notable year has flown by with continued repercussions from the pandemic, wildfires...

7 Timeless Investment Tips for Financial Planning Month

October is National Financial Planning Month, and it’s the perfect time to check in on your savings and investments. The occasion might remind you to ...

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