The Loveland Experience

In this episode of the Eagle’s Nest podcast: Keith Weinman and Laura give an inside look at what goes on at Presidential Wealth Management’s Loveland office and why their teamwork, contributions, and personalities are so valued by our clients and the rest of the Presidential family.

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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 […]