Plain-English guidance on income, taxes, healthcare, and legacy — written for Colorado pre-retirees and retirees.
The least-read important document in America is probably sitting in your mailbox right now. With 33 health systems splitting from Medicare Advantage insurers and drug-plan costs…
Read article →Gold just crossed $4,400 an ounce — and suddenly everyone from cable TV to your mailbox wants to sell you some. Before you trade your IRA…
Read article →You’ve probably seen the story by now — it resurfaces every few months, most recently in a July piece from 24/7 Wall St. A retired couple…
Read article →Headlines say Social Security's 2027 COLA could land at 3.8% — the biggest bump in years. But a bigger COLA isn't really a raise. Here's what…
Read article →The 2026 Social Security Trustees Report projects the retirement trust fund may run dry in late 2032. Here's what that means for Front Range retirees—and the…
Read article →Legacy planning is more than documents. Practical ways for Colorado families to talk through wishes with spouses, adult children, and aging parents.
Read article →Estate planning decides whether what you’ve built transfers to the people you love efficiently, privately, and on your terms. Here’s what Colorado families should know about…
Read article →If you’ve spent decades contributing to a 401(k) or traditional IRA, there’s a milestone waiting on the other side of that saving: the year you’re required…
Read article →Few retirement decisions generate more questions than “When should I start Social Security?” It’s a fair question to obsess over — your claiming age affects your…
Read article →If you’re within a decade of retiring and you live in the Englewood or Broomfield area, you’ve probably noticed that a lot of general retirement advice…
Read article →