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Set Up Custodial Roth IRAs for Your Kids Now, They'll Thank You Later

Set Up Custodial Roth IRAs for Your Kids Now, They'll Thank You Later

Every parent’s goal is to see their child lead a life full of health, happiness, and financial success. While they’ll grow up and make their own choic...

Not all Superheroes Wear Capes - How We Use Our Financial Planning Superpower to Help You Retire Better

If someone asked “What is your superpower” do you know what you would say? Have you always known? How does your superpower help you in your daily life...

Make a Charitable Donation in 2022. It Benefits Your Mental Health, and Your Taxes

It’s easy to feel hopeless when the world seems to be unraveling before our eyes, but instead of getting sucked into hours of negative news (aka dooms...

Set Yourself Up for Retirement Success - Essential Questions for Financial Planning and Goal-Setting

As we go through life, we’re aware of the fact that retirement is coming someday. We see retired folks walking in our communities, playing golf or vol...

An Independent Wealth Management Firm that Works for You, Not Wall Street Interests

How well do you really know your financial planner? They’re handling your finances and plans for one of the most important phases of your life—retirem...

4 Reasons Your Financial Advisor Should Be a Certified Financial Planner (CFP®)

 

5 Retirement Plan Options for the Self-Employed

You’ve probably heard about the Great Reassessment. Millions of workers are leaving their jobs every month, searching for better opportunities or more...

Planning Doesn’t End at Retirement - Accumulation vs. Distribution and How to Prepare Yourself for Them

For most of us, the idea of preparing for retirement centers around saving. You work hard to save and build up the value of your investment portfolios...

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...

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