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Tax Day 2021: Should You Move to a Tax-Friendly State For Retirement?

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) ...

Are Prepaid Funeral Plans a Good Idea?

Planning for your own passing can be a difficult process. Estate planning is a key part of any comprehensive retirement plan. But it’s easy to overloo...

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 to Fight Loneliness and Connect During COVID-19 (Without Zoom)

There’s no doubt many of us are missing our old lives right about now. Social distancing will likely continue for a bit longer, even as more people ge...

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...

Find Your Financial Bearings - Why You Need a Financial Plan for Retirement

There are plenty of reasons people avoid financial planning. If you’re like many, you wave it off as overwhelming, complex, or boring. Maybe you think...

Financial Freedom: How Women are Changing the World

March is Women’s History Month, which recognizes and celebrates female contributions to society. While it’s a time to look back at everything women ha...

Crossing the Bridge: Understanding the Retirement Transition

When you hear “retirement planning” you probably think of financial things like building an investment portfolio, talking with a financial advisor, an...

It’s Not About the Money: 4 Secrets to a Happy Retirement

Saving, investing, and growing your nest egg are all necessary if you want to fulfill your needs after you stop working. But they don’t tell the whole...

Thinking of Retiring Abroad? Consider These Financial and Lifestyle Factors

Choosing where to retire is an exciting decision! If you’re considering retirement abroad, information is going to be your best friend. Before you kno...

City, Beach, or Mountains: Where Do You Want to Live in Retirement?

When you retire, the world becomes your oyster. You’re no longer tied to a city or suburb due to work or school commitments, which means you can live ...

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