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.”
9 Facts About Social Security
There are things about Social Security that might surprise you.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
Four vacation destinations you might never have thought of.
Even if you’re young and single, you should still consider protecting yourself.
Try these activities to keep your brain sharp.
How long does a $20 bill last?
Second marriages are a trigger event to revisit any existing estate strategies.
One of the most common questions people ask about Social Security is when they should start taking benefits.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your capital gains tax.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are hundreds of ETFs available. Should you invest in them?
That big list of dreams and goals isn't the only way to look at your bucket list.
When do you need a will? The answer is easy: Right Now.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.