financial advisor denver colorado updated

Educational Workshops

Request a personalized consultation, or schedule complimentary, educational seminars for audiences that are small to large. Learn about the latest updates affecting your future, including Social Security changes and more.

retirement planning lakewood colorado updated

Retirement Planning

Retirement planning doesn't have to be a hassle. Develop a personalized financial plan that fits your lifestyle expectations, protects your money, helps you maintain spendable cash-flow, and guarantees the income you need.

retirement planner denver lakewood colorado updated

Safe Strategies

Let go of lingering money concerns in ever-changing markets. We specialize in secure strategies, including protected asset growth, income certainty, wealth preservation, risk management, tax-efficient saving solutions, and more.

financial advisor lakewood colorado updated

Trusted Partners

Get expert guidance and personalized service from independent financial professionals with 23+ years of experience in many financial disciplines. Enjoy financial peace of mind, no matter what the markets and economy do.

SafeMoney.com Blog

annuity mistakes avoid

Whether you are considering purchasing an annuity or you already have one, there are some key mistakes to avoid in order to benefit from annuity ownership.

The pitfalls below have tripped up many annuity buyers. Our insider tips on knowing what to look out for can prevent you from experiencing the same fate. Use these tips to help you in simplifying your annuity buying decisions or in optimizing your annuity contract as part of your retirement strategy.

Read More...

10 most tax friendly states for retirees

While Uncle Sam plays a part in your retirement, he isn’t the only tax man. All 50 states are also partners to some extent.

Many state governments depend on income taxes for public revenues, and in some, city governments take a piece of the income tax pie as well. And what about the states that don’t have an income tax? They rely on other revenues, like gas, property, and sales tax collections.

If you are among the growing numbers of Americans who wish to retire elsewhere than your current community, take note. Many variables play into people’s choice of retirement relocation: the cost of living, unemployment rate, work possibilities, social opportunities, and closeness to people and causes that you hold dear.

However, they aren’t the only factors, as taxes can take a bite out of retirement income. It’s important to see how your tax situation might affect your bottom-line in any places you may be considering. 

Every year, Kiplinger publishes an updated, annual guide to state taxes. Their findings show how state and local government taxes are “all over the map” – and how living in different states can be a difference of thousands of dollars in income, depending on your retirement tax situation.

Just as importantly, the guide includes an analysis of each state’s “tax friendliness” for retirees. Those judgments are based, in large part, on taxability of Social Security payments, exemptions for other retirement income, and property tax rates.    

Here’s a look at the top 10 most tax-friendly states for retirees in the U.S., as ranked by Kiplinger.

Read More...

Joomla SEF URLs by Artio

Get Your Free Book!


Exclusive insights to make your money work for you, no matter the economic and market conditions!


Newsletter Signup

Get In Touch

Contact us to request a personalized consultation and get answers to your questions.

Contact Us!

financial advisors denver colorado image "I recommend Safe Money Denver for their experience, professionalism, financial knowledge, unique insights from working in multiple financial/investment disciplines, and dedication to personalized service. They offer a steadfast commitment to individual client needs and a broad perspective of finance from their multifaceted professional backgrounds."

Brent Meyer Jr., Founder of SafeMoney.com

 

SAFEMONEY.COM ADVISORS FEATURED ON

The education we provide here is imperative to your financial success, especially in today's economic environment. Here you will learn how to create a plan that is guaranteed to meet or exceed your immediate or distant financial expectations. We encourage you to share this academic resource with your friends and family, so that they can also empower themselves with the knowledge found here.