370 Interlocken Blvd., Suite 525, Broomfield, CO 80021
2 N. Nevada Ave., Unit 1300, Colorado Springs, CO 80903
In a perfect world, most would consider waiting until their full retirement age to file for Social Security. The longer you wait to claim your retirement benefit, your monthly Social…
DetailsU.S. Markets Stock prices were lower in June as recession talk prompted investors to manage risk in their portfolios. The Dow Jones Industrial Average lost 6.71 percent, while the Standard…
DetailsIf you have the chance to open a Health Savings Account (HSA), you might want to take a look. An HSA is a tax-advantaged account that you can use to pay for qualified medical expenses.
DetailsU.S. Markets Stocks were mixed in May as a powerful rally in the final week of trading helped recoup losses from earlier in the month. The Dow Jones Industrial Average…
DetailsSome of the “conventional financial wisdom” circulating about retirement may need a second look because those assumptions may not prove true for everyone. Or, to put it another way, sometimes…
DetailsU.S. Markets April was a challenging month for investors as losses in mega-cap technology companies and high-valuation stocks spilled over to the broader market. The Dow Jones Industrial Average lost…
DetailsSpring cleaning: you tidy up, organize, and put things in order. You can take a “spring cleaning” approach to your retirement, just as you can with your home or garage.…
DetailsU.S. Markets Greater clarity on monetary policy and improved investor sentiment on the economic outlook propelled stocks to their first monthly gain of the year. The Standard & Poor’s 500…
DetailsHave you ever thought about giving financial gifts to your kids or grandkids? Many affluent retirees and pre-retirees do this, often with an eye toward furthering family wealth. First, the…
DetailsU.S. Markets Escalating tensions in Eastern Europe upended markets in February, sending stocks lower for the month. The Dow Jones Industrial Average dropped 3.53 percent while the Standard & Poor’s…
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