Sept 24: Medicare 101 Webinar
This webinar features Alexis Pepple, an Independent Medicare Concierge. Learn to navigate the Medicare maze with confidence and clarity.
Do I Have to Take an RMD From My Inherited IRA Every Year?
Inheriting an Individual Retirement Account (IRA) can be a significant financial boost, but it also comes with a labyrinth of IRS rules. One of the most common questions beneficiaries ask is: “Do I have to take a Required Minimum Distribution (RMD) from an...
Procrastinate No More: Why an Updated Will and Estate Plan are Crucial
Let’s talk about the elephant in the room: estate planning. It’s not exactly everyone’s favorite topic, but it’s crucial. Without an updated will and estate plan, your loved ones could face unnecessary stress and uncertainty in the event of...
Restylement: Crafting a New Chapter in Life
Restylement represents a shift from simply stepping out of the workforce after a certain age to intentionally crafting a new chapter in one’s life that aligns with personal well-being, passions, and purpose. It’s not just a phase of life; it’s a lifestyle choice.
Colorado Secure Savings Program
What is it: Colorado General Assembly passed a law requiring certain employers to have a retirement plan in place or use the Colorado Secure Savings Program. Who: Colorado employers with 5 employees or more. Those with current 401k or other qualified savings plans...