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Retirement Planning Questions to Ask Yourself This New Year’s

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...

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 ...

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

Baby boomers - if you were born before 1954, we’ve got good news for you and your retirement savings plan. There’s a little-known financial strategy t...

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

Many people gloss over the question of what to do with an old retirement plan - chances are, you’re changing jobs and busy signing the employment cont...

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