Save Money Using AI in Retirement

Save money using AI in retirement planning

Adults can save money and time using AI when planning to retire and in retirement. Artificial Intelligence (AI) is no longer just a cutting-edge tech tool — it has become a practical, everyday resource to stretch budgets, plan purchases, and make smarter shopping decisions. From comparing prices to summarizing product reviews, AI tools can simplify […]

Tax Changes Can Increase Retirement Savings

Saving for retirement lifestyle like Cobble Creek Golf Course Montrose, Colorado

Planning for retirement means staying alert to tax changes. The new year brings updates that can increase your savings for retirement if you know how to take advantage of them. Higher contribution limits were increased as well as new catch-up rules to expand eligibility ranges. These changes offer meaningful opportunities for those approaching retirement. -One […]

Spending Confidently in Retirement

Spending confidently in retirement in Montrose

Spending confidently in retirement is not always what one thinks of when retiring.  Recent research suggests less than half of retiree’s plan to spend down their savings.  Jacob Schroeder, Kiplinger’s Personal Finance, wrote an article about how to spend savings confidently.  In it he discusses research showing not only were retiree’s not spending down but […]

Affordable Homes in Colorado

Cimarron - an affordable home in Colorado

Affordable homes in Colorado have become hard to find but there are some areas that still offer the ultimate in active adult lifestyle. Location Does your retired lifestyle include living in an urban area or in a rural location?  Cities offer a wide range of entertainment options, cultural events, and social activities.  They tend to […]

Planning Your Retirement Location

Dreaming of your new home consider Spruce Point

When planning your retirement location, consider several factors. Do you want to live near family or friends? Do you prefer a specific climate?   Does the new location have access to good healthcare facilities, grocery stores, and other amenities that you want or need? Will you be planning to travel in retirement? If so, consideration of […]

Dreaming of Your Retirement Home

Dreaming of your retirement home consider Spruce Point

Dreaming of your retirement home and the possibilities? What does your retirement look like?  Will you be sitting on a beach somewhere sipping a tropical drink or hiking along a deer trail in the cool mountain air?  Will you live near family, friends or will you blaze a new path?  We all have different thoughts […]