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.”
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Do you have an estate strategy? You should.
To choose a plan, it’s important to ask yourself four key questions.
There are common mistakes you can avoid when saving for retirement.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
The federal government requires deceased individuals to file a final income tax return.
Understanding how capital gains are taxed may help you refine your investment strategies.
Estimate how much you have the potential to earn during your working years.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate your monthly and annual income from various IRA types.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to compare the future value of investments with different tax consequences.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
When do you need a will? The answer is easy: Right Now.
With alternative investments, it’s critical to sort through the complexity.
What if instead of buying that vacation home, you invested the money?
How do the markets usually react to elections? Was the 2016 election any different?