At Retirement Planning Center of the Rockies, we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around creating an income they can’t outlive, as well as creating strategies to help protect against the impacts of inflation, taxation, and rising healthcare costs.
Because over ninety percent of our clients are retirees with similar concerns, we are in a good position to approach such challenges with experience and skill.
Most of our clients lack the time, the desire, or the experience to manage many of these financial decisions. We consider it an honor and a privilege to help them analyze their options and make sound choices that will help contribute to a secure and enjoyable future.
At Retirement Planning Center of the Rockies, we have made a commitment to excellence in everything we do. Our goal is to exceed our clients’ expectations at all times, and most importantly, help them “Sleep Well At Night.”
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Travel, Without the Baggage
Tips to avoid checking in luggage on your next vacation.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
What’s the deal with your yearly free credit report?
Second marriages are a trigger event to revisit any existing estate strategies.
Tips on insuring your teen driver.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
A look inside the U.S. government's statistics on household net worth.
It sounds simple, but paying yourself first can really pay off.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much you have the potential to earn during your working years.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Do you have causes that you want to support with donations? Here are three tips.
A bucket plan can help you be better prepared for a comfortable retirement.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
That big list of dreams and goals isn't the only way to look at your bucket list.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate