AM Retirement Services specializes in holistic financial planning through a focus on client education and awareness.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
[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.
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.
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.
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.
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.
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
Periodic withdrawals in retirement may not be such a good idea.
amretirementservices.com Taking regular, periodic withdrawals during retirement can be quite problematic.
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.
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.
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.
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.
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.
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?”
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.
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.
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.
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.
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.
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.
What can $1 million buy you?
amretirementservices.com $1 million in a diversified portfolio could help finance part of your retirement.
Are you ready for school—again?
amretirementservices.com This worksheet can help you estimate the costs of a four-year college program.
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?
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.
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.
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.
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.
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.
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.
#Medicare has gaps, but there are pieces to fill those gaps.
amretirementservices.com Here’s a guide to explain all the parts of Medicare.
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.
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.
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
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.
This is an informational page to educate and illicit conversation about how to best protect yourself and family.
Averill Insurance Resource is dedicated to finding your best insurance value by shopping the rates of many insurance companies. It is not uncommon to save our clients thousands of dollars per year! Home, Auto, Life, and Business Insurance.
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Oil & Gas Insurance Broker - Denver, CO We offer General Liability, Commercial Auto, Workers' Compensation, Equipment Coverage, Health Insurance, Etc.
American Liberty Mortgage, Inc. is a locally owned and operated Colorado mortgage company located in the up and coming LoHi neighborhood. 1932 W 33rd Ave Denver, CO 80211 303-458-3778
We are committed to providing fast, dependable service and competitive rates. With over 600 agencies throughout NV, TX, CA, IL, AZ, MO, GA, NM, and CO.
Caliber Home Loans, Inc., NMLS #15622, Equal Housing Lender. Lori M. Graham NMLS # 285037
Home Check Services, Inc. is a residential and commercial building inspection provider extending service from the metropolitan are of Denver, CO. USA
As an independent full service Colorado insurance agency our duty is to our clients, not the insurance companies. As your insurance agents, it is our responsibility to provide YOU the best service and the best coverage, at the best possible price.
Colorado Insurance Group is your local Nationwide Insurance agency.
We understand each client is unique, which is why our one-on-one approach takes into account your particular goals and objectives.
A Road Home/CO Homebuyers Club is Home Buyers Club created to help homebuyers in Colorado navigate and purchase homes in Colorado. Greg Selters | NMLS 10022 303.835.0628 | Envoy Mortgage NMLS 6666 Regulated By The Colorado Division of Real Estate