Aspen Wealth Strategies

08/10/2023

We just released our summer/fall newsletter. Take a peak inside for a letter from our Founder, refresher on capital gains and losses, introduction to our two newest team members (Kellie Beiers & Blake Wilson), mid-year market outlook, and our teams' favorite summer moments.

12/31/2021

We are incredibly saddened by yesterday's tragic events in Boulder County, specifically Superior and Louisville, and know that many of you are as well. These folks are our friends, neighbors, and loved ones and so many of them have lost so much.

We will be accepting donations of clothing, toiletries, gift cards, and any other pertinent items at our office over the coming weeks which we will then deliver to the various state and local organizations assisting those who have lost their homes and businesses.

If you would like to drop anything off at our office, we would kindly ask that you box/bag your items and label them with contents and details (i.e. type of donation, clothing size, etc.)

Please reach out to us via phone, email, or comment below if you have any questions.

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12/02/2021

Happy Holidays from the Aspen Wealth Strategies team!

08/05/2021

As some states, municipalities, and businesses move toward requiring proof of vaccination, the myColorado™ phone app can provide secure and convenient access to your digital vaccination record from the Colorado Immunization Information System (CIIS).

COVID-19 vaccination(s) display in the same format as the paper CDC card you received when you were vaccinated. myColorado™ app also allows you to download a copy to your device (and delete it at any time, if you wish).

You can read more about the app here: https://mycolorado.state.co.us/myvaccine-record

09/09/2020

Are you currently working? Your next paycheck might be a bit larger. Here's why you should save that extra money, not spend it.

Payroll Tax “Cut” Update       “Caveat emptor” – aka buyer beware (or taxpayer beware, in this case).You may have heard about Trump’s recent executive order, signed August 8th, regarding a payroll tax cut. It was his original intent that these tax dollars would not have to be paid...

08/05/2020

Howdy, Neighbors! 👋🏠 We're finally on NextDoor!

4 recommendations for Aspen Wealth Strategies from neighbors. In order to help you reach your goals, whether that be saving for retirement, education funds for your children, or establishing a charitable foundation, we start by getting to know our clients so that we can build the best roadmap to ach...

06/23/2020

Please take a moment to review our new safety protocols here at Aspen and let us know if you have any questions!

https://aspenwealthstrategies.com/safety-protocol-at-aspen-wealth-strategies/

06/09/2020

Steph recently co-authored a post with our financial planning software provider, eMoney, on the importance of utilizing their Monte Carlo feature.

Investors feel at ease when they know their plan's probability of success. Monte Carlo simulations offer much needed peace of mind in turbulent markets.

05/28/2020

Check out our newest blog post on financial planning opportunities in today's market, economic, tax, and interest rate environment.

If you see any good ideas, feel free to share with others!

The trifecta of low tax rates, low interest rates, and a market downturn presents several pockets of opportunity from a financial planning standpoint

03/31/2020

Check out our recent blog posts regarding the CARES Act ❤️

👪Individuals & Families:
https://aspenwealthstrategies.com/cares-act-details-for-individuals-families/

🏛️ Small Businesses:
https://aspenwealthstrategies.com/cares-act-details-for-small-businesses/

CARES Act – Details for Individuals & FamiliesOn Friday, March 27, 2020, the CARES Act was signed into law to provide relief to individuals and businesses impacted by COVID-19. Below are some of individual taxpayer-focused provisions of the CARES Act. Recovery Rebates (i.e. stimulus checks)Consid...