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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...

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...

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...

Four Key Steps to Closing the Racial Retirement Savings Gap

Saving for retirement isn’t easy for most Americans, but it can be especially challenging for Black people and other POC. The National Institute of Re...

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...

How to Protect Your Retirement Savings from Scammers

After working for decades to build a comfortable retirement plan, the last thing you want to do is lose your savings to scammers. Cons have been an un...

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