303-378-1558
Barbara:
303-850-7308(B)
303-618-4982(C)
Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
How much can you afford to pay for a car?
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.