Join us for lunch on Wednesday, June 5, to discuss Healthcare in Retirement. You are invited to attend a discussion on the costs of aging in America, long term care options, and planning strategies. Nearly 70% of Americans over age 65 will need some form of Long-Term Care as they age, yet studies show fewer… [Read More]
Join Jeff Krommendyk, Security First Insurance Agency; Karl Frank, CFP®, AIF®, MBA, MSF, A&I Financial Services LLC; Nathan Merrill, Goodspeed & Merrill; and Mike Miller CPA, Miller & Associates CPAs LLC for Business Owners Appreciation Week. There have been many changes to the tax code over the last year, join us to learn more about… [Read More]
Happy Independence Day! Although some refer to it as just that, Independence Day, others call it the 4th of July. For many, this holiday will mark a long weekend and a celebration commemorating the adoption of the Declaration of Independence (now 241 years ago!). You know, fireworks, BBQ’s and time with your family and friends…. [Read More]
As many of our Colorado clients know, we had a major hail event on Monday, May 8th. With hail stones the size of golf balls, there was a tremendous amount of damage to homes, cars, businesses and even the backyard barbeque. This storm rolled across Golden, Lakewood, Wheat Ridge, Arvada and then eastward about 3:30… [Read More]
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