Senior Advisory Group

Senior Advisory Group People saving for retirement are coming to the realization that they have several significant obstacles to a comfortable retirement.

Investment Advisory services offered by duly registered individuals through ChangePath, LLC a Registered Investment Adviser, ChangePath, LLC and Senior Advisory Group, Inc are unaffiliated entities. Market Volatility
Taxes
Lifetime Income

Many would agree that our governments debt is out of control and higher taxes are inevitable. Market volatility has been the norm for over a decade and has wrea

ked havoc on our retirement plans. Less and less retirees have traditional pension plans that provide a lifetime income. We are left with 401k's and IRA's. Neither provide a lifetime income. At Senior Advisory Group we have made it our focus to address these concerns. Imagine having a retirement account that could not lose money. Provides a lifetime income and was free from taxes when you retire. That is what we do for our clients. The traditional method of saving for retirement using mutual funds in an IRA or 401k has caused havoc to millions of people. What you are able to save for retirement will be taxed at an unknown future rate, So what you do have is not all of yours to keep. It is at the mercy of Uncle Sam and his need for more and more money to run the country. That means more and more taxes due on the money you saved when you can least afford to pay them, in retirement. The traditional pension is almost dead. Most people invest in 401k's at work or IRA's on their own. Neither of these plans provide for a lifetime income. Give us a call we can eliminate all three of these concerns for you. Say goodbye to taxes on your retirement income. Say goodbye to market volatility and Say hello to a lifetime income in retirement.

Since this year's tax deadline was pushed back to May 17, many people are just now filing their tax return. That means t...
06/30/2021

Since this year's tax deadline was pushed back to May 17, many people are just now filing their tax return. That means there are a lot of tax refunds yet to be cashed and spent. Here are some money-smart ways to spend your refund:

Since this year's tax deadline was pushed back to May 17, many people just recently filed their tax return. That means there are a lot of tax refunds yet to be cashed and spent.

If you own company stock within your 401(k), it could potentially mean a tax advantage.
06/25/2021

If you own company stock within your 401(k), it could potentially mean a tax advantage.

Net unrealized appreciation (NUA) can be a great deal for those who qualify. Here’s a look at how it works and what type of tax savings it can deliver.

If you are planning to relocate during retirement, which states should you be considering, and which should you plan to ...
06/23/2021

If you are planning to relocate during retirement, which states should you be considering, and which should you plan to avoid?

A recent study compared the states based on 32 different rating factors and the results were not what I had espoused based on taxes and cost-of-living alone. If you are planning to relocate, which states should you be considering, and which should you plan to avoid?

If you're curious whether a Roth IRA may be right for you, contact our office today!
06/21/2021

If you're curious whether a Roth IRA may be right for you, contact our office today!

With the Biden administration proposing a tax increase, Roth IRAs may become more valuable than ever.

A dad is someone that leads by example. Happy Father’s Day to all the amazing fathers out there!
06/20/2021

A dad is someone that leads by example. Happy Father’s Day to all the amazing fathers out there!

In the area of planning for your retirement, there are a number of rules of thumb that commonly appear in articles and s...
06/18/2021

In the area of planning for your retirement, there are a number of rules of thumb that commonly appear in articles and seminars. Let’s test four of the more common guidelines to determine their worth in retirement planning.

In the area of planning for your retirement, there are a number of rules of thumb that commonly appear in articles and seminars. Let’s test four of the more common guidelines to determine their worth in retirement planning.

The number of seniors who are single and childless is growing. This group should be purposeful as they think about their...
06/16/2021

The number of seniors who are single and childless is growing. This group should be purposeful as they think about their health and finances and fostering companionship as they retire.

The number of seniors who are single and childless is growing. This group needs to be purposeful as they think about their health and finances and fostering companionship as they retire.

Looking back at 2020 gives retirement savers a good perspective for how to proceed going forward. Staying flexible and b...
06/14/2021

Looking back at 2020 gives retirement savers a good perspective for how to proceed going forward. Staying flexible and being prepared to change course are two attributes that every good plan may need.

Looking back at 2020 gives retirement savers a good perspective for how to proceed going forward. Staying flexible and being prepared to change course are two attributes that every good plan needs.

Here are tips to help in avoiding or overcoming five common retirement mistakes in this challenging financial environmen...
06/11/2021

Here are tips to help in avoiding or overcoming five common retirement mistakes in this challenging financial environment … or at any time.

When the financial environment is challenging (like now), it’s important to plan ahead and avoid some all-too-common retirement mistakes.

Address

1140 N Lincoln Avenue
Loveland, CO
80537

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

Telephone

+19706635630

Website

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