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Centennial, CO 80122

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Aspen Wealth Management

303-261-8014

 
RE: Retirement Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101

Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or products. We’ll get back to you quickly with a thoughtful answer. 



Helpful Content

Social Security: By the Numbers

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

What’s Your Investment IQ?

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

The Cost of Procrastination

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

 

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

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Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

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