Lakewood Hills Investments

Lakewood Hills Investments Full service Multi-line insurance agency with a focus on Tax Free retirement planning, Life, and Ann

Setting up a living trust can be beneficial to ensuring your wishes are fulfilled. Your estate will avoid the time-consu...
02/13/2023

Setting up a living trust can be beneficial to ensuring your wishes are fulfilled. Your estate will avoid the time-consuming and costly probate process, while also protecting privacy when it comes to details of how you want things distributed upon passing. Additionally, with a living trust in place protect your assets during any period of incapacity or disability throughout life--and benefit from greater control over terms for distribution after death. Schedule an appointment today with experienced Financial advisors who can help determine if this is right solution for you!



Source: https://bit.ly/3JZvPqh

"Retirement is a blank sheet of paper. It is a chance to redesign your life into something new and different" -Patrick F...
02/13/2023

"Retirement is a blank sheet of paper. It is a chance to redesign your life into something new and different" -Patrick Foley

Financial Fact Friday: The Dow Jones industrial average is named after real people.Charles Henry Dow and Edward Jones me...
02/10/2023

Financial Fact Friday: The Dow Jones industrial average is named after real people.

Charles Henry Dow and Edward Jones met while they both worked for newspapers in Providence, R.I. Dow left to take a job as a reporter at a financial news bureau on Wall Street, and the bureau hired Jones on Dow’s recommendation. In November 1882, they started their own financial reporting firm (Dow, Jones & Co.) in the basement of a candy store, publishing a two-page summary of the day's financial news called the “Customers' Afternoon Letter.”

Source: https://bit.ly/3YhbGQz

Fact or fiction? Credit Cards Serve an Emergency Purpose.Fiction: Credit cards do not help in emergency situations. You ...
02/09/2023

Fact or fiction? Credit Cards Serve an Emergency Purpose.

Fiction: Credit cards do not help in emergency situations. You will not able to pay rent or home loans with a credit card, or any large one time payments.

Source: https://bit.ly/3l4hlLw

Plan for a lifetime. Getting started today will help you put time on your side.Source: https://bit.ly/3wP6TKf
02/08/2023

Plan for a lifetime. Getting started today will help you put time on your side.

Source: https://bit.ly/3wP6TKf

How do you build wealth in Your 50s?53% of working baby boomers who aren’t currently saving for retirement have no plans...
02/08/2023

How do you build wealth in Your 50s?

53% of working baby boomers who aren’t currently saving for retirement have no plans to save.

If you don’t take advantage of the retirement savings opportunities that come with age you’ll face a financial crisis in retirement.

Some of the options to consider include; Annual catch-up contributions (If you’re 50 or older, you can invest an additional $1,000 in your Roth IRA for a total of $7,000 each year), Downsizing you lifestyle, and health insurance because the likelihood of needing medical care increases with age. be sure to keep at least basic medical insurance coverage at all times. One major health crisis could set you back financially.

Source:https://bit.ly/3WXtSO8

Time to talk with a financial advisor and turn your retirement dreams into a reality. They'll analyze your portfolio and...
02/07/2023

Time to talk with a financial advisor and turn your retirement dreams into a reality. They'll analyze your portfolio and provide personalized advice on selecting the right account, investing wisely, and creating a budget that will last for years to come. For those looking for more guidance towards their future goals, work alongside a specialized retirement planner who can arrange income streams and assets into one easily-manageable payment plan during post-career life.

source: https://bit.ly/3WUzqst

Your Retirement is a Journey, Not a DestinationReaching retirement should be seen not as a destination, but rather the b...
02/06/2023

Your Retirement is a Journey, Not a Destination

Reaching retirement should be seen not as a destination, but rather the beginning of new journey! After retiring, individuals can expect to pass through several phases. Initially there is an adjustment period followed by years of active and independent living. As you age further into your golden years, you may begin to slow down before needing some support from family or caregivers in later life stages. By being mindful throughout these different stages along your retirement path - you're all set for lifelong fulfillment!



Source: https://bit.ly/3HwcGtm

Financial Fact Friday:Many Still Lack a Retirement PlanIt used to be that you could spend most of your career at one com...
02/03/2023

Financial Fact Friday:

Many Still Lack a Retirement Plan

It used to be that you could spend most of your career at one company and count on a pension once you retired. The median private pension annual benefit amount is now only $6,988.Unfortunately, many Americans aren’t replacing those pensions with a defined-contribution (DC) plan such as a 401(k). In 2022 there were 60 million active 401(k) participants, while the workforce includes 159 million people—meaning roughly 38% of individuals are actively participating in a 401(k).

(Source: https://bit.ly/3wehYVa)

FACT or FICTION: You need 70% of your preretirement income to live onFICTION: While it's true that annual expenses often...
02/02/2023

FACT or FICTION: You need 70% of your preretirement income to live on

FICTION: While it's true that annual expenses often decrease once you enter retirement, this isn't the case for everyone. And even among those who see their monthly bills shrink, there isn't a consistent rate for such decreases. You might end up spending about the same amount in retirement each year or maybe even a little more, depending on what you plan to do with your newfound free time.



(Source: https://bit.ly/3wAyrmx)

Retirement can be a wonderful new chapter in life, and relocating to another state is increasingly popular. However, bef...
02/01/2023

Retirement can be a wonderful new chapter in life, and relocating to another state is increasingly popular. However, before you take the leap there are some important factors to consider like cost of living, income taxes and estate taxes - each one likely to vary depending on where you choose your destination. Those with residences across different states must also follow strict regulations for claiming residency come tax time.



(Source: https://cnb.cx/3Y150pt)

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8480 E. Orchard Road Suite 2200
Greenwood Village, CO
80111

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+17208968002

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