McGregor Wealth Management

McGregor Wealth Management Our mission at McGregor Wealth Management is to make an impactful and positive difference in the financial lives of our clients.

To learn more, please call us at (303) 681-0113 or schedule a meeting at www.mcgregorwealth.com/contact. We conduct our business with honesty, integrity, education and respect. We aim to exceed client expectations by offering actionable insights and innovative solutions. We believe in taking the long view by leveraging our enduring strategic alliances with leading estate planning and real estate a

ttorneys, property and casualty agents and other experts. By tapping into the experience and expertise of our partners, we’re able to offer clients top-tier education to help them make more informed decisions.

Summer is a great time to pause and review your financial plan.A mid-year check-in can help you look at first-half portf...
06/18/2026

Summer is a great time to pause and review your financial plan.

A mid-year check-in can help you look at first-half portfolio performance, summer spending patterns, travel plans, tax withholding, and retirement income strategy before year-end arrives. Small adjustments now may help create more clarity and flexibility later.

Read our latest article: Summer Planning: Making the Most of Mid-Year Financial Check-ins
https://www.mcgregorwealth.com/summer-planning-making-the-most-of-mid-year-financial-check-ins

Selling a business is often one of the biggest financial transitions a person will ever make.It’s not just about valuati...
06/17/2026

Selling a business is often one of the biggest financial transitions a person will ever make.

It’s not just about valuation. It’s about what happens next.
→ How will you replace income?
→ What happens to taxes after the sale?
→ How does the next phase of life actually look and feel?

Those questions deserve attention before the deal is done.

A second opinion can help →
https://go.mcgregorwealth.com/mcgregor-wealth-consult

Midyear gut-check:✓ Is your retirement income plan still clear?✓ Are taxes being planned, not just paid?✓ Have healthcar...
06/15/2026

Midyear gut-check:
✓ Is your retirement income plan still clear?
✓ Are taxes being planned, not just paid?
✓ Have healthcare costs been reviewed recently?
✓ Does your investment strategy still match your goals?

A lot can change in six months. Your plan should be allowed to evolve too. 📊

Schedule a conversation →
https://tinyurl.com/schedule-mcgregor

Long-term care planning is one of those conversations people often delay because it feels far away.But when families wai...
06/12/2026

Long-term care planning is one of those conversations people often delay because it feels far away.

But when families wait too long, the choices tend to get smaller and the stress gets bigger.

The goal isn’t fear. The goal is preparation — so your care needs, your income plan, and your family’s financial future are all being considered together.

Long-term planning info:
https://www.mcgregorwealth.com/long-term-planning

RETIREMENT AND TAXESIn today’s ever changing environment, tax rates in the future may be drastically higher than they ar...
06/10/2026

RETIREMENT AND TAXES

In today’s ever changing environment, tax rates in the future may be drastically higher than they are today. Our tuition-free class will focus on strategies to minimize the high impact of taxation, inflation, and volatility over the rest of your lifetime.

This class is designed to help retirees and pre-retirees learn:

• How Rising Inflation Impacts Your Retirement
• Withdraw Retirement Funds in a Declining Market
• Apply Tax Strategies in a Down Market
• Avoid a 50% Tax on Your Required Minimum Distributions
• Build a Tax-Free Retirement
• Minimize or Eliminate the Taxation of Your Social Security Benefits
• Properly Diversify Your Tax Risk Among the Three Tax Structures
• How Tax Law Changes Impact Your Retirement and Legacy
• Properly Use Estate Planning Techniques to Lessen or Eliminate the Tax Burden to Your Heirs

Dates, Times & Location

Wednesday, June 17th
5:30 pm - 8:30 pm
or
Wednesday, June 24th
5:30 pm - 8:30 pm

ARAPAHOE COMMUNITY COLLEGE
ACC STURM COLLABORATION CAMPUS
4500 Limelight Ave.
Castle Rock, CO 80109

Seating is limited, so please RSVP soon. Once class is full, a wait list will be created.

To reserve your seats, register online at
[https://www.theprepareinstitute.org/arapahoe/](https://www.theprepareinstitute.org/arapahoe/)
by phone by calling 303-681-0113

Quick check-in:If markets dropped sharply this summer, what would give you the most confidence?A) A clear income strateg...
06/10/2026

Quick check-in:

If markets dropped sharply this summer, what would give you the most confidence?
A) A clear income strategy
B) A portfolio built for volatility
C) A better understanding of what not to do

Most people want all three. And that’s exactly why planning has to go beyond investments alone.

Explore the blog →
https://www.mcgregorwealth.com/blog

Roth conversions are one of those topics that sound simple until you look at the bigger picture.The real question usuall...
06/08/2026

Roth conversions are one of those topics that sound simple until you look at the bigger picture.

The real question usually isn’t “Should I convert?”
It’s “When does a conversion make the most sense in the context of my full plan?”

That includes your current bracket, future RMDs, Social Security timing, and how much flexibility you want later on. Timing matters more than people think.

Our planning approach:
https://www.mcgregorwealth.com/financial-services

Three quiet mistakes can make retirement income harder than it needs to be:1. Waiting too long to plan withdrawals2. Ign...
06/05/2026

Three quiet mistakes can make retirement income harder than it needs to be:
1. Waiting too long to plan withdrawals
2. Ignoring how taxes affect income strategy
3. Assuming all accounts should be used the same way

Retirement income is rarely just about how much you’ve saved. It’s about how that money is organized to support your life.

A second opinion can help →
https://go.mcgregorwealth.com/mcgregor-wealth-consult

A lot of people hear “tax-free income” and assume it’s a buzzword.It’s not.A thoughtful plan can help create more flexib...
06/03/2026

A lot of people hear “tax-free income” and assume it’s a buzzword.

It’s not.

A thoughtful plan can help create more flexibility by looking at:
→ Roth conversion opportunities
→ withdrawal timing
→ which accounts to tap first
→ how taxes may affect income later

That kind of coordination can make retirement feel a lot more efficient.

Learn more on the blog:
https://www.mcgregorwealth.com/blog

06/02/2026

🚨 76 Years of Headlines… And the Market Keeps Moving Forward 📈

From oil embargoes to global pandemics, the S&P 500 has faced decades of uncertainty, and historically, come out stronger on the other side. But what does that mean for your portfolio right now?

In today's video, Mark with McGregor Wealth and Erin Kennedy talk through:
• How markets have responded to major global events over time
• When it makes sense to adjust your investments... and when it doesn’t
• What changes (if any) pre-retirees and retirees should consider
• ⚠️ The real risk retirees face in a down market: sequence risk
• 🛡️ Strategies to help protect your income during volatility

💡 The big takeaway: Your financial plan should be built around your life and your goals... not the latest headline. If recent market news has you feeling uneasy, please feel free to give Mark a call at (303) 681-0113 or visit www.McGregorWealth.com to create a financial plan tailored to your goals and risk tolerance.

Address

757 Maleta Lane Suite 204
Castle Rock, CO
80108

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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