Big news for Colorado PERA employees HR 82, also known as the Social Security Fairness Act, is legislation aimed at repealing the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO) entirely. After years of advocacy and bipartisan support, HR 82...
By Ryan Turbyfill, MBA Financial Advisor The SECURE 2.0 Act is legislation that substantially changed retirement account rules. The main objective of the law is to encourage more workers to save for retirement. Some requirements are currently in place or will become...
With another election year on the horizon, it’s an opportune time to explore how the stock market typically responds to the buzz of national elections. Think of the stock market as a seasoned captain navigating through waters that occasionally turn choppy—election...
We value the deep trust our clients place in us, especially in the face of challenging circumstances. A poignant example is our work with a valued client who is navigating the complexities of dementia. This situation goes beyond financial management—it’s about...
We are excited to be in our new Colorado Springs office. We are still in the same area, just a block west of our old Nevada Ave. location. Please look for us (and stop in to say hi) at our new location: 620 N Tejon St. Suite 101, Colorado Springs. Note: We’re...