The COVID-19 pandemic and recession is hitting everyone across the land, and it’s easy to get overwhelmed and discouraged when you don’t know what’s coming. I made a quick video showing how you can take action even when you can’t predict what will happen next. Click to watch!
FINANCEINSIGHTS.NET
Could the election tank the market?
Investing during a volatile market is tough, especially if you’re doing it yourself or not sure you’re getting the right advice. This simple guide breaks down the exact steps you should follow, whether you’re retired right now, 5 years out, or many years away. Need some advice right now? I have a limited number of spaces available, but you can call my office at (303) 862-5200 for a free and confidential 1-on-1 phone appointment.
FINANCEINSIGHTS.NET
Investments Face Volatility. Are You Ready?
Was life long ago better than today? Is everything actually getting worse? Put 2020 in historical perspective and see how things have gotten better over time.
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Today Is Better Than the Past by Most Measures
Metro-Denver friends and those of you across this wonderful land, 2020 has been a rough year and it’s easy to look back and think the past was better. But was it, really? This month’s Visual Insights Newsletter is all about putting life today in historical perspective. Click here to check it out!
FINANCEINSIGHTS.NET
How Major Innovations Have Improved & Extended Life
With a pandemic, economic downturn, racial concerns and social unrest, and other ills, it can be hard to remain optimistic about life right now. Was the past better? Check out this month’s Visual Insights Newsletter to see why now is actually a great time to be alive.
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You're Living Better Than Humans Ever Have
Does it feel like everything's getting worse? This month's visual Insights Newsletter explores why now is actually the best time in history to be alive. Check it out here!
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Why You're Living in the Best Time in History
If you’re worried about how your portfolio will handle the coronavirus volatility, this simple guide: “Investments Facing Volatile Markets” can help. It includes a simple step-by-step flowchart to help you assess exactly where you are to determine what steps (if any) you should take. Have questions that need answers right now? Call (303) 862-5200 to get your questions answered in a complimentary 1-on-1 phone appointment.
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Don't be afraid of market volatility…(FREE TOOL)
Retirees and those facing retirement soon, the pandemic and economic crisis mean historic levels of uncertainty. To learn how to retire comfortably in uncertain times, please download this FREE guide. Need advice now? I save a few appointments each week — grab one by calling (303) 862-5200.
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Retiring in Uncertain Times? FREE Guide
National clients and friends, Scammers are getting savvier than ever in today's tech-enabled world. This month’s Visual Insights Newsletter explores today's common financial scams and how you can avoid getting snared. Check it out here!
FINANCEINSIGHTS.NET
How to Spot the Most Common Money Scams
The bear market is technically over, but volatility is still here. Will you do the right thing to adapt and thrive? This simple flowchart will help you determine what steps might be needed to help preserve investment health through today’s coronavirus volatile markets. Just click to download it for free. Have questions that need answers right now? Call (303) 862-5200 to get your questions answered in a complimentary 1-on-1 phone appointment.
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I've got a FREE market volatility tool for you.
Concerned about how to retire when the world is so uncertain? Read this FREE guide. Some steps are time sensitive, so it’s critical to take action now. Overwhelmed and need personal advice now? Call (303) 862-5200 to get your questions answered in a complimentary 1-on-1 phone appointment.
FINANCEINSIGHTS.NET
Retiring? Safeguarding "Dos" & "Don'ts"
Think smart people can't get scammed? Might be surprised to see all the ways even savvy folks can be ensnared. Check out this month’s Visual Insights Newsletter to discover today's common financial scams (and how to avoid them).
FINANCEINSIGHTS.NET
Why No One's Too Smart to Get Scammed
National friends, scams are on the rise this year and even super smart people are getting snagged. Click here to learn about common money scams and how to avoid them.
FINANCEINSIGHTS.NET
The Sophisticated Face of Today's Money Scams
Investing during a volatile market is tough, especially if you’re doing it yourself or not sure you’re getting the right advice. This simple guide breaks down the exact steps you should follow, whether you’re in retirement right now, 5 years out, or many years away. It’s completely FREE to download during this crisis. Just click to get it instantly. Need some advice right now? I have a limited number of spaces available, but you can call my office at (303) 862-5200 to sign up for a free and confidential session.
FINANCEINSIGHTS.NET
Don't get caught unprepared by volatile markets
Think we're too smart to get caught up in a scam? Might be surprised at how savvy they are! Check out these money scams and how to avoid them!
FINANCEINSIGHTS.NET
The Scams That Steal Billions Every Year
Retirees (and those retiring soon) are facing extraordinary challenges in these uncertain times. But the crisis and economic downturn don’t have to rob you of your retirement dreams. This FREE guide to retirement contains the essential steps to creating a retirement plan for uncertainty.
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Retiring in Uncertain Times? Read This
Facing retirement (or already within the “fragile decade”)? Today’s uncertainty means extra challenges. But it doesn’t have to steal your comfortable retirement away. Learn how to adapt by reading the Retiring in Uncertain Times Guide. (It’s FREE!)
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Retiring in Uncertain Times? FREE Guide
Attention USA taxpayers! The 2017 TCJA, 2019 SECURE Act, and 2020 CARES Act rule changes could have a major impact on your taxes. Download this FREE guide to take control amid uncertainty and help make sure you’re making the most of these opportunities to lower your taxes before 2020 ends. Worried about what’s going on and want advice now? Call (303) 862-5200 to get your questions answered in a complimentary 1-on-1 phone appointment.
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Maximize potential tax savings by taking action before December 31.
This year has been difficult for many of us, often in ways we could never have anticipated. I made a quick video showing how you can find the lessons from 2020 that made you stronger. Click to watch!
FINANCEINSIGHTS.NET
Kintsugi | Putting the Pieces Together Helps Us Grow
Recent tax regulations could have a major impact on your taxes, especially some 2020 COVID provisions. Download this FREE guide to stay on top of the changes and help make sure you’re making the most of these opportunities to lower your taxes and keep more of your hard-earned money. Not sure how your taxes might be impacted and want advice now? I save a few appointments each week — grab one by calling (303) 862-5200.
FINANCEINSIGHTS.NET
TIME-SENSITIVE: Find out how the NEW TAX RULES could radically change your taxes.
USA taxpayers! The 2017 TCJA, 2019 SECURE Act, and 2020 CARES Act changed a lot of tax rules. Download this FREE guide to take control and help make sure you’re making the most of these opportunities to lower the taxes you pay. Worried about how you might be impacted and want advice now? Call (303) 862-5200 to get your questions answered in a complimentary 1-on-1 phone appointment.
FINANCEINSIGHTS.NET
These may be the lowest tax rates you'll ever see [FREE GUIDE]
What lessons can we take from a challenging year? This month’s Visual Insights Newsletter explores how we can use the obstacles of 2020 to power a better future. Check it out here!
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7 Things We Can Learn from 2020
Dec. 31 is coming and recent tax changes introduced new changes that you should be aware of. Download this FREE guide to take control and help make sure you’re making the most of these opportunities to save money on your taxes.
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FREE GUIDE: Act before Dec 31 to maximize potential tax savings!
Ever hear the quote *a smooth sea never made a skilled sailor?* I think it’s apt wisdom for these times. How can we use the challenges of 2020 to build ourselves up? By turning them into hard-won lessons. Check out this month’s Visual Insights Newsletter to create your own lessons for 2021.
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Inspiring Lessons We Can All Take Away from 2020
Dear friends, 2020 has been a rough year, but we can harness its hard-won lessons to make 2021 (and beyond) even better. This month’s Visual Insights Newsletter is all about using challenging times to make ourselves stronger. Click here to check it out!
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The Simple & Life-Changing Lessons of 2020
What lessons can we learn from 2020? How can we reflect on a challenging year and use it to power us forward? Use this month’s Visual Insights Newsletter to build a better 2021!
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What Was the Biggest Lesson You Learned in 2020?
It’s easy to be discouraged when there’s so much uncertainty. But 2020 has given us some valuable lessons. I made a quick video highlighting three of the biggest lessons I’ve taken and how they can make us stronger in 2021.
FINANCEINSIGHTS.NET
3 Lessons from 2020 to Make You Stronger in 2021
CO, MD, WA, CA and AK retirees and those approaching it, Social Security is the biggest source of government-guaranteed income, and getting the claiming decision wrong can cost thousands. What’s worse is that it’s incredibly confusing and much of the information out there is opaque, misleading, or just wrong. Facing a Social Security decision? I’m offering a FREE Social Security Optimization Session. Don’t go it alone. Just click to sign up.
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Get a FREE Social Security Session!
Smart Tax Planning for 2021 & Beyond: What You Need to Know.
SOLIDMONEYSOLUTIONS.COM
Smart Tax Planning for 2021 & Beyond: What You Need to Know. - Solid Money Solutions
Over 2,700 Social Security rules govern each claiming decision and the wrong choices could leave over $100,000 on the table. If a Social Security claiming decision lies in the future, don’t tackle it alone. Get clarity and the steps toward the optimal strategy in a FREE Social Security Optimization Session. Just click to sign up.
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When Should You Claim SS to Max Out?
How can we set goals when we don’t know what happens next? Kick off 2021 strong by setting authentic goals amid uncertainty. Learn more here!
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Powerful Goal-Setting Strategies for Uncertain Times
Thinking about claiming Social Security? It’s the biggest source of government-guaranteed income, and getting the claiming decision right is critical to maximizing lifetime income. What’s worse is that SS rules are confusing and much of the information out there is opaque, misleading, or just wrong. Don’t go it alone. I’m offering a FREE Social Security Optimization Session. Just click to sign up.
FINANCEINSIGHTS.NET
Don't Lose Out on $100k+
We don’t know how 2021 will play out, but that doesn’t mean we can’t set intentions and take ownership of our goals. This month’s Visual Insights Newsletter explores how to set powerful goals when we don’t know what the future holds. Check it out here!
FINANCEINSIGHTS.NET
How to Set Goals When You Can't Predict What's Next
Financial Wellness- How Do You score?
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Financial Wellness- How Do You score? - Solid Money Solutions
Retired or facing the transition soon? Make the most of Social Security’s guaranteed income by choosing the right claiming strategy for you. Inside Social Security’s 2,700 rules is the right choice for you. Don’t go it alone. I’m offering a FREE Social Security Optimization Session. Just click to sign up.
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Get a FREE Social Security Session
Know what 2021 holds? I don’t. So I’m going to focus on what I can control and own my goals anyway. Check out this month’s Visual Insights Newsletter to set your own powerful goals in 2021.
FINANCEINSIGHTS.NET
Make Progress in Uncertain Times with the Right Goals
10 Financial Moves for 2021 to Do Now
SOLIDMONEYSOLUTIONS.COM
10 Financial Moves for 2021 to Do Now - Solid Money Solutions
Don’t know what 2021 holds? Take control and set authentic goals anyway. Here’s how.
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How to Get Past Uncertainty & Make Progress
Hobbies and Your Health
SOLIDMONEYSOLUTIONS.COM
Hobbies and Your Health - Solid Money Solutions
We’re not in control of markets, the economy, or the pandemic. But we are in control of more than we think. Learn how to tidy up your financial life in this month’s Visual Insights Newsletter!
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Financial Spring Cleaning the Simple & Painless Way
Friends and clients across the land! There’s plenty of uncertainty to go around this month, but there’s a lot we can do to spruce up what’s in our control: our finances. Here are 7 surprisingly simple things we can do to *spring clean* our finances.
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Simple Spring Cleaning for Your Financial Life
How the New President May Affect Your Finances
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How the New President May Affect Your Finances - Solid Money Solutions
Do we control markets? Nope. The economy? Nope. Lawmakers? Still nope. A pandemic? Definitely nope. What do we control? Ourselves and our finances. Take control of your financial clutter in 7 easy steps. Click to learn more!
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How Financial Clutter Costs You Time & Money
Now that there’s a new administration, what will happen to tax laws? I made a quick video explaining what could happen and how you can leverage current rules in 2021. Click to watch!
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Will Your Taxes Go Up?
Protect Your Loved Ones with Life Insurance
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Protect Your Loved Ones with Life Insurance - Solid Money Solutions
Financial Aid Awareness Month Tips and Ideas
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Financial Aid Awareness Month Tips and Ideas - Solid Money Solutions
Those #@!& robots!
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Here are the top 6 jobs that automation threatens to eliminate. Is your job on this list? Click to find out!
Taxes might be going up under the new administration. Download this FREE guide to stay on top of the changes and help make sure you’re making the most of these opportunities to lower your taxes (in case rules change in 2022). Not sure how your taxes might be impacted and want advice now? I save a few appointments each week — grab one by calling (303) 862-5200.
FINANCEINSIGHTS.NET
TIME-SENSITIVE: Find out how the NEW TAX RULES could radically change your taxes.
How to Prepare for Tax Season
SOLIDMONEYSOLUTIONS.COM
How to Prepare for Tax Season - Solid Money Solutions
Runaway subscriptions and massive piles of paperwork? Financial clutter can cost money and add stress (I know it does for me). Take control and spruce up your financial life with this quick read.
FINANCEINSIGHTS.NET
Declutter Your Financial Life the Easy Way
Attention fellow taxpayers! New tax rules could be coming in 2022. Download this FREE guide to take advantage of the current rules and help make sure you’re making the most of these opportunities to lower your taxes before April 15. Worried about what’s going on and want advice now? Call (303) 862-5200 to get your questions answered in a complimentary 1-on-1 phone appointment.
FINANCEINSIGHTS.NET
Maximize potential tax savings by taking action before April 15.
Retirement Income Planning 101
SOLIDMONEYSOLUTIONS.COM
Retirement Income Planning 101 - Solid Money Solutions
Attention fellow taxpayers! New tax rules could be coming in 2022. Download this FREE guide to take advantage of the current rules and help make sure you’re making the most of these opportunities to lower your taxes before April 15. Worried about what’s going on and want advice now? Call (303) 862-5200 to get your questions answered in a complimentary 1-on-1 phone appointment.
FINANCEINSIGHTS.NET
Maximize potential tax savings by taking action before April 15.
FINANCEINSIGHTS.NET
Automation may present a risk for nearly every job, but some are safer than others. How safe is your job? Click to find out now!
Fellow taxpayers! Could tax rules change next year? Maybe! Download this FREE guide to take control and help make sure you’re making the most of these opportunities to lower the taxes you pay while you can. Worried about how you might be impacted and want advice now? Call (303) 862-5200 to get your questions answered in a complimentary 1-on-1 phone appointment.
FINANCEINSIGHTS.NET
These may be the lowest tax rates you'll ever see [FREE GUIDE]
Retirement Income Planning 101
SOLIDMONEYSOLUTIONS.COM
Retirement Income Planning 101 - Solid Money Solutions
FINANCEINSIGHTS.NET
Automation is concerning, but it's not all bad news. Your job may be safe, and you can take action to protect it. Learn more now!
April 15 is coming and recent tax changes introduced new changes that you should be aware of. Download this FREE guide to take control and help make sure you’re making the most of these opportunities to save money on your taxes.
FINANCEINSIGHTS.NET
FREE GUIDE: Act before April 15 to maximize potential tax savings!
Friends! How far does a cool million go these days? Not as far as it used to. Check out how far $1 million could go in retirement in each state in this month’s Visual Insights Newsletter!
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How Long Could $1M Last in Retirement?
Women and Retirement
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Women and Retirement - Solid Money Solutions
FINANCEINSIGHTS.NET
Automation may present a risk for nearly every job, but some are safer than others. How safe is your job? Click to find out now!
Fellow taxpayers! Could tax rules change next year? Maybe! Download this FREE guide to take control and help make sure you’re making the most of these opportunities to lower the taxes you pay while you can. Worried about how you might be impacted and want advice now? Call (303) 862-5200 to get your questions answered in a complimentary 1-on-1 phone appointment.
FINANCEINSIGHTS.NET
These may be the lowest tax rates you'll ever see [FREE GUIDE]
FINANCEINSIGHTS.NET
Find out what you can do to avoid being blindsided by sudden job loss due to automation (or any factor). Check out these insider tips!
Friends and clients! $1 million has been a big financial milestone for retirement savings for decades. How far could it actually go in Colorado?
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Where Could a $1M Nest Egg Last the Longest?
How to Prepare for Retirement in a Post-COVID Era
SOLIDMONEYSOLUTIONS.COM
How to Prepare for Retirement in a Post-COVID Era - Solid Money Solutions
FINANCEINSIGHTS.NET
Automation is concerning, but it's not all bad news. Your job may be safe, and you can take action to protect it. Learn more now!
April 15 is coming and recent tax changes introduced new changes that you should be aware of. Download this FREE guide to take control and help make sure you’re making the most of these opportunities to save money on your taxes.
FINANCEINSIGHTS.NET
FREE GUIDE: Act before April 15 to maximize potential tax savings!
Friends! How far does a cool million go these days? Not as far as it used to. Check out how far $1 million could go in retirement in each state in this month’s Visual Insights Newsletter!
FINANCEINSIGHTS.NET
How Long Could $1M Last in Retirement?
