McGregor Wealth Management

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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 attorneys, 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.

A few things that have to be finished by December 31, not started:1. Required distributions, for anyone subject to them2...
10/19/2026

A few things that have to be finished by December 31, not started:
1. Required distributions, for anyone subject to them
2. Roth conversions for this tax year
3. Charitable gifts you want counted this year
4. Realizing gains or losses in taxable accounts
5. Medicare elections for next year's coverage

Custodians get busy in late December, and paperwork doesn't always clear as fast as people expect. October is a much calmer place to handle this than the last week of the year.

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

An estate plan isn't really a stack of documents. It's a set of instructions for a moment when your family won't be at t...
10/16/2026

An estate plan isn't really a stack of documents. It's a set of instructions for a moment when your family won't be at their best.

Which is why the details matter more than the binder:
→ Does someone know where the documents actually are?
→ Do the people named in them know they've been named?
→ Has anything changed since they were signed?
→ Would your family know who to call first?

Clear instructions spare people from guessing during a hard week. That's usually the whole point.

(Estate documents should always be prepared and reviewed with a qualified estate-planning attorney.)

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

Medicare's Annual Enrollment Period opens tomorrow.If you're already enrolled, this is the stretch where it's worth actu...
10/14/2026

Medicare's Annual Enrollment Period opens tomorrow.

If you're already enrolled, this is the stretch where it's worth actually opening the notice instead of assuming next year looks like this year. Plans change. Formularies change. Networks change.

Worth checking:
✓ whether your prescriptions are still covered the same way
✓ whether your doctors are still in network
✓ what you actually spent out of pocket this year
✓ whether your income has changed enough to affect what you pay

There's no universally best option here. The right coverage depends on your health, your prescriptions, your providers, and your budget.

Medicare & insurance guidance:
https://www.mcgregorwealth.com/medicare-life-insurance

Quick gut-check:Do you know what you actually paid in taxes last year — not the bracket, but the real number?A) Yes, and...
10/12/2026

Quick gut-check:

Do you know what you actually paid in taxes last year — not the bracket, but the real number?

A) Yes, and we look at it every year
B) Roughly, but we've never sat down with it
C) Honestly, no

Most people are in B or C, and that's understandable. The return gets filed and everyone moves on.

But that number is one of the clearest signals of whether there's planning left on the table. It's hard to reduce something you've never looked at directly.

Learn more about our planning approach:
https://www.mcgregorwealth.com/financial-services

Roth conversions come up a lot this time of year, and for a reason: the window closes December 31.Before making a move, ...
10/09/2026

Roth conversions come up a lot this time of year, and for a reason: the window closes December 31.

Before making a move, it helps to ask:
1. What bracket are we actually in this year?
2. Is this year unusually low compared to what's coming?
3. How would the additional income affect other things — including healthcare costs?
4. Where would the tax payment come from?

A conversion isn't automatically a good idea or a bad one. It depends entirely on the year you're in and the years ahead of you, which is why it's worth running the numbers with your tax advisor before December.

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

Every fall brings a fresh round of predictions about what the market is going to do next.Some of them will turn out to b...
10/07/2026

Every fall brings a fresh round of predictions about what the market is going to do next.

Some of them will turn out to be right. There's no reliable way to know which ones in advance, which is why building a plan around any of them tends to be a difficult way to invest.

The more useful question isn't what happens next. It's whether your plan can handle a range of outcomes without forcing you into a decision you'd rather not make.

That usually comes down to cash reserves, income flexibility, and how much risk you're actually carrying — not how good the forecast was.

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

A question we hear often: "We have the savings. We're just not sure how to turn it into income."That's the real work of ...
10/05/2026

A question we hear often: "We have the savings. We're just not sure how to turn it into income."

That's the real work of retirement planning, and it usually comes down to a handful of decisions:
→ which accounts cover the everyday expenses
→ which ones are better left alone for now
→ how taxes shape the order you draw from them
→ how much flexibility the plan has if markets get choppy

A balance is a number. An income plan is a system.

📥 Download the retirement paycheck guide:
https://tinyurl.com/retirement-paycheck

The fourth quarter is officially open.Which means roughly ninety days to handle the decisions that have a deadline attac...
10/02/2026

The fourth quarter is officially open.

Which means roughly ninety days to handle the decisions that have a deadline attached to them. Withdrawal timing. Tax moves that have to happen before December 31. Charitable giving. Healthcare coverage for next year.

None of it is complicated on its own. It just gets a lot harder in the last two weeks of December, when everyone is trying to do it at once.

Starting now is most of the advantage.

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

As September wraps up, here's a question to carry into the fourth quarter:If you could have one part of your financial l...
09/30/2026

As September wraps up, here's a question to carry into the fourth quarter:

If you could have one part of your financial life feel more settled by January, what would it be?

Maybe it's the income plan. Maybe it's taxes. Maybe it's just knowing that the pieces are talking to each other. Three months is enough time to make real progress on any of those — as long as it doesn't wait until December.

Explore more resources on the blog:
https://www.mcgregorwealth.com/blog

Plans rarely come apart because of one big mistake.More often it's the small things that never got looked at. An old 401...
09/28/2026

Plans rarely come apart because of one big mistake.

More often it's the small things that never got looked at. An old 401(k) still sitting where it was left. A beneficiary form that predates a life change. A benefit that was available but never claimed. A withdrawal order nobody ever mapped out.

None of those feel urgent on their own. Together, they're often the difference between a plan that works and a plan that mostly works.

Finding the overlooked details is a large part of what we do.

Learn more about our planning approach:
https://www.mcgregorwealth.com/financial-services

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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