Blog

Workshop – Understanding Beneficiary Trust Shares: What Protections They Afford and Why They’re Important

Attend in Colorado Springs at the Phyllis A Hammond Educational Center Or Attend Online via Zoom A...

Ahead of the Game: A Beginner’s Guide to IRA Distribution Rules and Beneficiary Designations for Estate Planning

Understanding the rules governing IRA distributions One of the most important aspects of planning...

Your Family’s Investments Require a Strategic Change

An entire generation of investment advice has collapsed in one short year. Traditionally, bonds...

When the Worst Investment Turns Out to be the Best Plan

Most of us know that annuities are not an outstanding investment, at least most of the time. But...

Taxes and Retirement – Plan Now to Save Thousands

Minimizing income tax and maximizing income in retirement What are the best retirement vehicles for...

To Roth or not to Roth

Tax advantages for IRA conversions A good financial advisor will use different tools available in...
What to Do When a Loved One Dies

What to Do When a Loved One Dies

I’ll never forget the morning after my mom died. It certainly wasn’t a surprise, she had...

Is it time to re-allocate some of your assets?

A New Interest Rate Environment Most people hold bonds as a conservative posture in their portfolio...

Why they’re not singing in Italy anymore

April 7th, 2020 A Note from Catherine Working from home I feel isolated from the challenges of the...