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

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...

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...

What the COVID Economy Means For Your Retirement Investment Plan

Almost a year in, COVID-19 continues to have a massive effect on families, communities, businesses, and the global economy. The long-range financial e...

Consider Year-End Roth Conversions for Retirement Tax Savings

Have you ever thought of converting your traditional IRA to a Roth IRA? How about your 401(k)? If you’ve ever wondered whether a Roth conversion is a ...

Election Results and the Markets: Why Retirees Shouldn’t Worry Who Wins in November

The 2020 presidential election is the most contentious in recent memory, which is unsurprising given the high stakes. Whoever wins will be tasked with...

Pension Plan Primer - What You Need to Know as You Approach Retirement

Pension plans are the cornerstone of many Americans' retirement savings, yet they aren't always understood. Since employers handle all of the admin wo...

Why an Investment Process is Key to a Successful, Stress-Free Retirement

It’s natural to feel anxious about investing. We all want to make the best decisions when it comes to planning for retirement—decisions that will help...

What Pre-Retirees Need to Know About Investing in Bitcoin and Other Cryptocurrencies

If you’re in retirement or planning for retirement, you may have questions about cryptocurrencies. Read this to learn how to maximize your wealth mana...

Denver Retirement Planning Decisions: IRA vs Roth IRA vs 401K

You’ve probably heard it before - when it comes to retirement, save early and often. However, some people put off retirement investment planning simpl...

Everything Denver Retirees Need to Know About Federal Reserve Interest Rates and Cuts

    The economy changes rapidly, and Federal Reserve interest rates have a direct impact on the U.S. economy as it stimulates economic growth, balance...

Retirement Planning: How to Travel Using Your IRA Funds

How to strategically use your IRA Funds for Travel How travel fits into your retirement planning with IRA funds If you’ve spent years “paying yourself...

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