Client login

What Are the Four Principles of Wise Long-term Wealth Management?

What Are the Four Principles of Wise Long-term Wealth Management?

Investing can be an emotional — and overwhelming — endeavor. A number of shiny objects can lure you in the wrong direction, like prematurely jumping o...

Making a Plan for Smooth Retirement, Regardless of Bumps in the Road

After being married for over 30 years, Tanya and John had settled into a routine when it came to money management. John depended on Tanya to manage th...

Locations in Denver Where Your Pup Can Come Too

According to the American Veterinary Medical Association, over 36% of American households own dogs. That equates to over 43 million people in the Unit...

3 Hobbies Retirees in Denver Love to Enjoy

What to consider when retiring shouldn’t only be about the dollars and cents. It should also be about how you can use your money as a means for enjoym...

How to Enjoy Legal Marijuana in Colorado

How we view marijuana is constantly changing in America. Gone are the “just say no” attitudes. Instead, over the last several decades, there has been ...

5 Boredom-Relief Gigs New Retirees in Denver Should Consider

Saying goodbye to your 9-to-5 may also feel like you’re saying goodbye to a piece of yourself.

From Head in the Sand to Toes in the Sand: How to Control Your Finances for a Perfect Retirement

  Mark and Tracy were raised in working-class families that never talked about money. At ages of 63 and 56, the two college-educated software engineer...

The Reason Your Fashion Choices Could Cost You a Comfortable Retirement

Retirement marks a new exciting chapter of life. One that should be filled with the things that you love and value; whether that be sampling the cuisi...

The Unexpected Reason Retirement Planning Will Put a Smile on Your Face

No matter who you are, retirement is a big deal. Planning for retirement can take up a lot of time, and that means it’s important to approach it in th...

Tidying Up Your Retirement Plan: Strategies for Achieving Joy

By now, you’ve probably either read one of Marie Kondo’s books or watched her show “Tidying Up” on Netflix. Kondo’s philosophy is that a cluttered hou...

Health and Wealth: Why Your Weekly Tennis Match Strengthens Your Retirement Nest Egg

As you enter a new chapter of your life, a number of changes from your day-to-day habits to your spending patterns will likely change. As you’re getti...

Ready to take the next step?

Let’s talk!