Presidential Wealth Management and Vino & Veritas

Vino & Veritas Presidential Wealth Management is proud to announce that our firm is an official sponsor for Vino & Veritas in Centennial, Castle Rock, and Fort Collins. Vino & Veritas is a club that meets once a month, in the evenings, where people enjoy libations, food, and meeting new friends while engaged in a yearlong […]

Designating a Trusted Contact

Designating a Trusted Contact It happens more than you might think A senior investor suddenly asks his broker to withdraw all the funds from his brokerage account. The request strikes his advisor as strange, because the client normally takes a more measured approach to managing his money. It’s a red flag that raises a worrying […]

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.

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 […]

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 […]

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 […]

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 […]