AM Retirement Services

AM Retirement Services

AM Retirement Services specializes in holistic financial planning through a focus on client education and awareness.

amretirementservices.com

Insuring Your Second Home

Second homes have unique risks and insuring them is different than a primary home.

amretirementservices.com There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

amretirementservices.com

Charitable Giving: Smart from the Heart

Three tips for giving smart from the heart.

amretirementservices.com Do you have causes that you want to support with donations? Here are three tips.

amretirementservices.com

Money that Buys Good Health is Never Ill Spent

Health-care coverage (including Medicare) typically does not cover extended medical care. #Medicare

amretirementservices.com It's important to make sure your retirement strategy anticipates health-care expenses.

amretirementservices.com

Monthly Market Insights | November 2019

Curious about America’s recent trade outlook and a potential budget battle on the domestic front?

amretirementservices.com Following an early-month stumble, stocks rallied in October on news of progress in U.S.-China trade negotiations as well as a solid kickoff to earnings season.

amretirementservices.com

Jane Bond: Scaling the Ladder

Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income.

amretirementservices.com Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

amretirementservices.com

Social Security: Maximizing Benefits

A few strategies that may help you maximize your Social Security income. #SocialSecurity #Retirement

amretirementservices.com There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

amretirementservices.com

Understanding the Alternate Valuation Date

Attention Estate Executors: Do you know about the Alternate Valuation Date?

amretirementservices.com Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date.

amretirementservices.com

Test Your Estate Strategy Knowledge

Test your estate strategy knowledge with this short quiz.

amretirementservices.com Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

amretirementservices.com

From Boats to Brokers

The #StockMarket has a long and storied history, from the Dutch East India Company to Wall St.

amretirementservices.com From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

amretirementservices.com

9 Facts About Retirement

Just entering retirement? Here's what you need to know.

amretirementservices.com Regardless of how you approach retirement, there are some things about it that might surprise you.

amretirementservices.com

Building Your Legacy

Building a personal #legacy may be the highest order of altruism. It can begin with four simple steps.

amretirementservices.com A four-step framework for building a personal legacy.

amretirementservices.com

5 Benefits of Working in Retirement

Click through to read 5 reason why you may consider working through retirement. #retirement

amretirementservices.com Here are 5 reason why you may consider working through retirement.

amretirementservices.com

Jane Bond: Infiltrating the Market

[Video] Agent Jane Bond wants you to know about the basics of the #bond #market.

amretirementservices.com Agent Jane Bond is on the case, cracking the code on bonds.

amretirementservices.com

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams

amretirementservices.com Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

amretirementservices.com

Should You Ever Retire?

Does it make more sense to push back #retirement, or not to retire at all?

amretirementservices.com A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

amretirementservices.com

Planning for Special Needs Children

Children with special needs may need ongoing help after their
parents are gone.

amretirementservices.com Planning for a special-needs child can be complicated, confusing, and even overwhelming.

amretirementservices.com

Surprises

Surprises crop up every day, and they’re a great reason to work with us.

amretirementservices.com Making the most of surprises is a great reason to work with us.

amretirementservices.com

Monthly Market Insights | October 2019

Curious about America’s trade outlook and recent market reactions to current events?

amretirementservices.com The Dow Jones Industrial Average led the way, gaining 1.95 percent. The Standard & Poor’s 500 Index tacked on 1.72 percent, while the NASDAQ Composite trailed, advancing 0.46 percent.1

amretirementservices.com

Systematic Withdrawals in Retirement

Periodic withdrawals in retirement may not be such a good idea.

amretirementservices.com Taking regular, periodic withdrawals during retirement can be quite problematic.

amretirementservices.com

A House Divided

Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.

amretirementservices.com By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

amretirementservices.com

Healthy Body, Healthy Pocketbook

Healthcare may be one of your biggest expenses in retirement. Manage your risk.

amretirementservices.com Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

amretirementservices.com

Your Emergency Fund: How Much Is Enough?

How much is enough for your emergency fund?

amretirementservices.com Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

amretirementservices.com

Are Alternative Investments Right for You?

Considering alternative investments? It’s critical to sort through the complexity. #AlternativeInvestments

amretirementservices.com With alternative investments, it’s critical to sort through the complexity.

amretirementservices.com

A Cheat Sheet for Sending Your Kid to College

Have a kid heading off to college? Here are a few tips.

amretirementservices.com Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

amretirementservices.com

The Great Debate Continues: Active vs. Passive

Is there a role for both active and passive investments in your portfolio?

amretirementservices.com In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

amretirementservices.com

Put It in a Letter

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.

amretirementservices.com A letter of instruction provides additional and more personal information regarding your estate.

amretirementservices.com

Test Your Estate Strategy Knowledge

Test your estate strategy knowledge with this short quiz.

amretirementservices.com Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

amretirementservices.com

When Special Care Is Needed: The Special Needs Trust

A #specialneeds #trust can help care for a special needs child, even after you’re gone.

amretirementservices.com A special needs trust helps care for a special needs child when you’re gone.

amretirementservices.com

Four Steps to Valuing an Estate

There are four basic steps to calculating the value of an estate.

amretirementservices.com Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

amretirementservices.com

Tips for Finding Care for Your Special-Needs Child

How do you find care for your special-needs child?

amretirementservices.com The care of special-needs children continues into their adult years, and may survive the passing of their parents.

amretirementservices.com

The Half Million Dollar Baby

What does it actually cost to raise a child? You might be surprised.

amretirementservices.com The true cost of raising a child may be far more than you expect.

amretirementservices.com

What Can a Million Dollars Buy You?

What can $1 million buy you?

amretirementservices.com $1 million in a diversified portfolio could help finance part of your retirement.

amretirementservices.com

Estimating the Cost of College

Are you ready for school—again?

amretirementservices.com This worksheet can help you estimate the costs of a four-year college program.

amretirementservices.com

Can Election Results Predict the Market?

How do the #markets usually react to elections? Was the 2016 #election any different?

amretirementservices.com How do the markets usually react to elections? Was the 2016 election any different?

amretirementservices.com

Asset Allocation

You've allocated your assets; you just may not realize it yet. #AssetAllocation

amretirementservices.com Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

amretirementservices.com

Countering Counterfeit Currency

To make money harder to copy, there have been continual changes to the artwork, paper and ink. #Counterfeit

amretirementservices.com Combating counterfeiting remains core to preserving the integrity of the nation’s money.

amretirementservices.com

Succeeding at Business Succession

Business owners should consider a succession plan sooner rather than later.

amretirementservices.com There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

amretirementservices.com

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. #taxes #art

amretirementservices.com The tax rules that govern donating art are complex and confusing. Take a closer look.

amretirementservices.com

Social Security: By the Numbers

Social Security has been a fact of retirement since 1935; how much do you really know about it? #SocialSecurity

amretirementservices.com Here are five facts about Social Security that might surprise you.

amretirementservices.com

Understanding Marginal Income Tax Brackets

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?

amretirementservices.com An inside look at how marginal income tax brackets work.

amretirementservices.com

The Anatomy of a Supplemental Health Plan

#Medicare has gaps, but there are pieces to fill those gaps.

amretirementservices.com Here’s a guide to explain all the parts of Medicare.

amretirementservices.com

Bitcoin 101

Bitcoin has been in the news. Wonder what all the fuss is? #Bitcoin

amretirementservices.com Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.

amretirementservices.com

Put It in a Letter

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.

amretirementservices.com A letter of instruction provides additional and more personal information regarding your estate.

amretirementservices.com

How Big is Money?

M0 is the total of all physical currency worldwide. What’s it look like?

amretirementservices.com Learn a little about worldwide currency in this fun infographic

amretirementservices.com

Saving on Fitness Center Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness #GymMembership

amretirementservices.com There are ways to improve your physical fitness without denting your fiscal fitness.

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501 S. Cherry St. #1100
Denver, CO
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