Successful Financial Strategies with a focus for Women

Successful Financial Strategies with a focus for Women

March 29, 2021

You may be one of the millions of American women who are the primary breadwinner in their household. If so, you are likely to feel less than entirely confident in your ability to retire comfortably. Although you may provide for your family, preparing for retirement may be left more to chance. One of the reasons…
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Rebalancing Your Portfolio Over Time

March 22, 2021

If you are like most people, when your investments are doing well, you probably want to stick with them as is. But is that best for the balance of your portfolio? Your portfolio’s balance is subject to shifts based on your risk profile because of how your investments perform. You consulted a retirement planning advisor…
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Working with your Retirement Tax Planning Advisor with Tax Awareness

March 16, 2021

How the Tax Code Works for You By April 15th this year, millions of US taxpayers will dutifully file their income tax returns. And each one has to make decisions about credits and deductions, with or without advice from a retirement tax planning advisor. Here in Denver, taxpayers need to take time to discover how our…
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Counting the Colossal Costs of COVID-19: March Newsletter Excerpt

March 5, 2021

In the context of horrific loss and suffering, we are getting a steady stream of wonderful news. By the end of May, there should be enough vaccine for all Americans. The benefits of herd immunity should start coming into effect in April and we are on a robust path to normalcy and economic recovery. This…
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