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Financial Planning

Boulder Senior Services

Did you know that Boulder has an extensive Senior Services program?

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A Plan as Unique as Your Life

Access to financial advice is more readily available than ever before

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Law and Ordinance Insurance

Do you know what it is?

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Special Needs Planning

Planning for a person with special needs

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Ready to retire? Maybe you should practice first.

Suggested steps to try before taking that leap!

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Affordable Care Act – New Medicaid Provisions

Provisions for expanding Medicaid

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Get an Organized Start to 2016

Tips on getting your new year off to a good start

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Colorado Retirees Save with Property Tax Exemption

Colorado was recently ranked #2 by Bankrate.com as one of the best places to retire.

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Money Goals to Work on Now

We cannot do everything at once, but we can do something at once. Calvin Coolidge

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Planning for College Costs with your Children

As a parent of a high school aged child, you have a responsibility to help them make an informed decision.

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