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303-PLANNER | 303-752-6637

855-PLANNER | 855-752-6637

Bimonthly Newsletter

New Approaches to Retirement Savings

News You Can Use New Approaches to Retirement Savings   State governments are exploring ways to help Americans save in order to provide their own income streams to supplement Social Security benefits in retirement. The following are two recent proposals.1   Some states are exploring the option of a multiple employer plan (MEP). While federal…

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Alleviate Financial Distress

News You Can Use Investors in an Aging Bull Market   Many investors who have participated in the eight-year bull market have done well. But those approaching retirement may wonder if it’s time to transition assets to more conservative holdings.   Here are factors to consider before making a decision about changing your portfolio: The…

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Merry Christmas! – Alleviate Financial Distress

  News You Can Use Investors in an Aging Bull Market   Many investors who have participated in the eight-year bull market have done well. But those approaching retirement may wonder if it’s time to transition assets to more conservative holdings.   Here are factors to consider before making a decision about changing your portfolio:…

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Labor Day Newsletter

News You Can Use Innovations in the Baby Boomer Tech Market   Today, technology companies boast a rapid-fire pipeline of new innovations designed to help consumers in the home environment. While many are designed to help elderly people around the house, in some cases, it’s boomers who buy, install and help monitor those devices for…

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