Home | The Wealth Strategies Group

Helpful Content

For women, retirement strategy is a long race. It’s helpful to know the route.

In the face of divorce, making changes to insurance coverage may be overlooked.

Three important factors when it comes to your financial life.

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Term insurance is the simplest form of life insurance. Here's how it works.

How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

To choose a plan, it’s important to ask yourself four key questions.

See how long a lump sum of savings could last based on your withdrawal rate and return.

Compare different mortgage term lengths side by side to find the option that fits your budget.

Calculate your required minimum distribution amount based on your account balance and age.

See how your current savings rate and contributions may grow into retirement income.

Estimate how much home may fit within your budget based on income and expenses.

See how inflation over time could affect the purchasing power of your retirement income.

A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.

It’s never a bad time to speak with your financial professional about changes in your situation.

For women, retirement strategy is a long race. It’s helpful to know the route.

The decision whether to buy or rent a home may have long-term implications.

How will you weather the ups and downs of the business cycle?

An amusing and whimsical look at behavioral finance best practices for investors.

Office:	303-933-2107
Fax:	303-933-7175