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For more information on how we can provide a better wealth management experience,

CONTACT OUR BOULDER OR DENVER, COLORADO OFFICES TODAY

DID YOU KNOW?

Life After Retirement – 63% of retirees are insured on a Medicare plan.

68% of Americans do not have a will.

Life After Retirement – The top three states that retirees are moving to are Florida, Arizona and South Carolina.

Did you know that divorces peak during the spring and summer? August and March are the most common times of year that people file for divorce.

In the US, experts today put your chances at getting divorced at 39%, in comparison to the mythical 50% back in the 1980s.

Two out of every three American homes includes a pet. Most dog-owning households have one dog while cat owning households have an average of 2 cats.

Life After Retirement - Over 35% of people ages 65 to 74 are still paying off mortgages. Of respondents ages 75 and older, less than one in four is still paying off a mortgage.

Life After Retirement – Only 5% of retirees frequently discuss retirement savings, investments and their financial situation with their family and friends.

Poll finds that one in ten older adults have gotten “pandemic pet”.

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BOULDER OFFICE
1909 26th St.
Suite 1A
Boulder, CO 80302

DENVER OFFICE
501 S. Cherry St.
11th Floor
Denver, CO 80246

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1909 26th St. Suite 1A Boulder, CO 80302