Insights

Insights

Sequence of Returns Risk Is the Retirement Threat Most People Have Never Heard Of

Sequence of returns risk is one of the most consequential threats to a retirement plan, and most people have never ...

Puerto Rico Act 60 Tax Benefits (Formerly Act 22): The Complete Guide for Investors and Business Owners

If you’ve recently sold a business, expect a major liquidity event, or have accumulated several million dollars in a taxable ...

Should You Retire Somewhere Else? Comparing Colorado to Arizona, Florida, the Carolinas, and Las Vegas

If you’ve spent a winter in Colorado shoveling snow while a friend sends you a photo from their pool in ...

Healthcare and Medicare Bridge Strategies for People Retiring Before 65 in Colorado

If you’re planning to retire before age 65, health insurance is probably the single biggest wildcard in your plan. Medicare ...

Social Security Optimization: Why Your Claiming Decision Is One of the Most Important Choices You’ll Make in Retirement

Most people spend more time researching their next car purchase than they spend on their Social Security claiming decision. That’s ...

Tax-Aware Long/Short Investing: Alpha First, Tax Benefits Second

If someone is pitching you a long/short strategy primarily as a way to generate tax losses, stop and ask a ...