Many investors dutifully save a portion of their hard-earned money every year in a traditional IRA. Then, they get to a point in their life when they want to use the accumulated IRA savings. But how do you get out what you saved? What are the IRA withdrawal rules? How do you calculate and determine …
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How should you invest for retirement? Should you use a fixed income strategy or seek a total return strategy? Times change and how we invest has changed over the years as new scientific study better explains how the stock market works and more encompassing ways to invest across the markets. The traditional approach was to …
Learn MoreMany of us have Safe Deposit Boxes and hopefully, all of us have our Estate Planning documents in order. But where should you keep everything? What information will your Executor need? The following “Letter to My Executor” will help you decide what is important and where it belongs. If you get organized now, updating it on an …
Learn MoreWe spend a lot of time in the first part of our lives accumulating stuff. We nest. We create a home for ourselves and maybe a family. We spend a lot of money on that stuff and we prize it highly. Some things have more of a sentimental or emotional value, perhaps to us, and …
Learn MoreBy Maryan Jaross, Senior Wealth Manager at Gold Medal Waters This new series of articles will focus on elder care issues facing Seniors. As a founding member and the Board Director of Colorado Senior Advisors, I have the opportunity to work with and learn from a number of people who offer services that Seniors sometimes …
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