Bluerock Real Estate Investment Trust Presentation

This free Social Security workshop will be held at 6:30 pm on November 13th and November 15th. The workshop will teach attendees the most common strategies and filing situations for individuals and couples. Registration is free, attendance is limited. A catered, full-service buffet will be provided.

Denver and Loveland Social Security Class: November 13th or 15th

This free Social Security workshop will be held at 6:30 pm on November 13th and November 15th. The workshop will teach attendees the most common strategies and filing situations for individuals and couples. Registration is free, attendance is limited. A catered, full-service buffet will be provided.

Should You File for Social Security When You File for Medicare?

There are several reasons why enrolling in Medicare as soon as you’re eligible is in your best interest—both for your finances and for your coverage options. It can be tempting to file for Social Security while enrolling in Medicare or right after Medicare enrollment, but a wrong choice could cost you tens of thousands of dollars.

Social Security Workshop in Highlands Ranch October 9th and October 11th

Senior couple with social security questions.

This free Social Security workshop will be held at the Eastridge Rec center on October 9th and October 11th at 6:30 pm. The workshop will teach attendees the most common strategies and filing situations for individuals and couples. Registration is free, attendance is limited. A light dinner and refreshments will be provided.

Social Security Workshop in Highlands Ranch October 9th and October 11th

Senior couple with social security questions.

This free Social Security workshop will be held at the Eastridge Rec center on October 9th and October 11th at 6:30 pm. The workshop will teach attendees the most common strategies and filing situations for individuals and couples. Registration is free, attendance is limited. A light dinner and refreshments will be provided.

A Retirement Checklist

This retirement checklist covers what to do before you retire and afterward. It addresses Medicare, Social Security, company retirement plans, and more.

The Estate Planning Crisis

Current trends in estate planning point to a decline in having a plan in place when an individual passes. Learn how to prevent the state taking control of your estate and ensure you are in control of the process.

Guggenheim Presentation on Handling Market Pullbacks on April 25th in Colorado Springs

Investor emotion during market pullback

Join us on April 25th for Guggenheim’s presentation Putting Pullbacks in Perspective. This presentation will cover the historical trends and data related to market pullbacks and recessionary periods with a focus on advising investors to deal with market pullbacks and a recession with an eye toward sound decisions and to avoid making emotional choices which could […]

Why You Should Work With a Certified Financial Planner®

A man running up a hill. CFPs are marathoners, not sprinters.

Finding the right financial advisor is a personal experience, however, I suggest finding an advisor who possesses the best credentials and is battled tested. One credential that shows your financial advisor is committed, competent and gritty is a Certified Financial Planner®.

Four Things I Learned From Back Country Skiing to Help You Achieve Financial Freedom

Four Things I Learned From Back Country Skiing to Help You Achieve Financial Freedom

Backcountry skiing is the ultimate adventure; testing physical limits, mental fortitude, and leadership skills, and I love it! Backcountry skiing is best described as trekking off the beaten path and out of the safety of a ski resort to “earn your turns.” Although it’s a thrilling sport, it has some inherent risks that must be […]

A Concise Guide to Taxes in Retirement Updated for Trump’s 2018 Tax Code Changes

2018 A Concise Guide to Taxes in Retirement now Available

Bruce Larsen’s A Concise Guide to Taxes in Retirement has just been updated for the extensive changes to the 2018 tax code. Bruce’s book was written with middle-class and upper-middle class individuals in mind. It lays out a number of scenarios and situations where a retirement plan or other aspects of retirement income or assets […]

March Workshops in Colorado Springs

colorado springs socail security and medicare workshops march 2018

Presidential Wealth Management will be holding two free workshops in March at our Colorado springs workshop. On March 20th at 6:30 pm we will be hosting our Social Security & You workshop. This workshops focuses on teaching people how to best make Social Security benefits work for your individual retirement plan. The workshop covers a […]

Five Qualities to Look for in a Financial Advisor

Retirement planning can be complicated, so having a financial advisor who can build a clear understandable retirement plan will save you a lot of work. Here is a list of five traits you should look for when choosing your retirement planning specialist.

2018 Volley4Charity Tournament Raising Funds and Awareness

Volley4Charity, formerly known as Volley4JDRF, started from the seed of a small tournament in 1998 called “Hannah’s Hope.” The original tournament was hosted to raise funds and awareness for juvenile diabetes. Since then the charity and the community around has evolved and transformed, and today is known as Volley4Charity. Volley4Charity has raised hundreds of thousands […]

The Importance of Acting Calmly in the Face of Market Declines

Market Corrections and the importance of not panicking

At Presidential Wealth Management, we help our clients who become concerned when they see headlines about market declines that don’t necessarily tell the whole story. Here are three examples of such headlines for the February 5, 2018 decline in the stock market. They seem to follow the, “if it bleeds, it leads” approach to many […]

Market Light Weekly Update December 19th, 2017: Who Own Google?

Who Owns Google Bitcoin, tax reform, Saudis shooting down missiles midair, Santa rally, January effect. There are a lot of things to talk about market wise. New highs (virtually all the major indexes) and new lows (only 27 52-week lows versus 140 new 52-week highs on the NYSE so far today). But most of those […]

Market Light Weekly Update December 5th, 2017: A Seasonal Evergreen

It’s about as “evergreen” as we are likely to see it. The Dow Jones Industrials have been on a tear. The index has set a new record high 80 times this year. So far. Wow. Much of that movement in recent days/weeks has been on the expectation that tax reform will aid the big established […]

Market Light Weekly Update November 28th, 2017: Up Yet Again

At midday, the Dow Jones Industrials are up another 150 points. It is almost mystical … that there is no slowing (thus far) of the irrepressible bull market. The enthusiasm hinges on the ongoing expectation of a substantial tax redo. But behind the curtain, it seems more likely that the enthusiasm is for Washington to […]

It’s All About Income

Do you think your investment strategy should change as you near retirement or after you retire? I know what you’re thinking…of course the answer is “yes”. You’ve worked a 1/3 or more of your life preparing for this day. You’ve been saving in your 401K, IRAs, and other accounts to build a nest egg you […]

Should Social Security Be Privatized?

Over the years there have been numerous calls to privatize Social Security. The primary argument used is that an investor could get a much better return if his contributions, along with employer contributions, were managed and invested in the workers own account. To see if this argument has merit, we need to look at what […]

Four Questions You Need to Answer Before Taking Social Security

A retired couple looking for Social Security answers

Age 62 is the most popular age for individuals to start taking their Social Security.  With as much as a 25%-30% permanent reduction in retirement benefits, why would the majority of 62 years olds still start their Social Security benefits the moment they are eligible for benefits?  There are many reasons. Some are valid; however, […]

The GAP

Just in case the title has you thinking this article is about The GAP clothing company, I want to let you know “the GAP” I am referring to is something much more important to your financial success.  In my 20 years of financial planning experience with clients and training advisors, planning for your retirement starts […]

Is Social Security an Entitlement?

Due to the large, and growing, federal debt we often hear from elected officials that the debt cannot be brought under control without entitlement reform. Included in entitlement reform discussions is Social Security. Knowing that workers, and their employers, pay into Social Security most people wonder why Social Security can be called an ‘entitlement’ when […]

End-of-Year Financial Checklist

Are you like me where you find yourself feeling a little anxious near the end of the year because of the things you wanted to get done, but didn’t yet? Which reminds me, I need to clean the gutters and winterize the pop-up camper. Each year, December seems to come faster and faster; and, it […]