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Financial Insights For Retirement |Golden, CO.

This Is Why I'm An Optimist Thumbnail

This Is Why I'm An Optimist

How are you doing? What stories can you share with someone about your life right now? In difficult times, it’s easy to think we are alone. Especially when our loved ones and support system are far away or reduced to virtual connections. We are all learning how to adjust to a new world and stay grounded when headlines are blaring and our very health and well-being are under threat. I'm working on being grateful for my blessings in this life.

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Free Retirement Checklist

If you're within 5 years of retirement, there are a handful of easy "thought exercises" you must do that can make or break your retirement plans. These exercises are even more critical now that we're dealing with COVID-19-driven market volatility and a probable recession.

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Make Medicare Simple

[3- Step Medicare Guide] Whether you’re enrolling for the first time, or you’re already on Medicare, I highly recommend you download my FREE Medicare Guide that will help you choose the right plan that could save you thousands.

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3 "Money Moves" to make before turning 45 Thumbnail

3 "Money Moves" to make before turning 45

In just 5 minutes, I’ll show you 3 simple “money moves” that could help you accumulate wealth throughout your career no matter if you earn $55,000 or $250,000+/year… and you can start right now! Here’s a sneak peak of what’s waiting for you inside: “Hidden” savings that 84% of people completely overlook1 The simple 3-step system to put your money to work while you sleep How to quickly and easily create your “clarity roadmap” to balance lifestyle and wealth building I highly recommend you carve out just 5 minutes to give this quick guide a read

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