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Tag Archives: Power of Attorney

Do you know the 5 Retirement Housekeeping Moves you should review for 2018?

By reviewing the following items now, you’ll alleviate the stress and frustration of having to manage a loved one’s estate in a pinch. #1: Review IRA beneficiary forms (not your will) to see who you’ve identified to inherit the IRA after you die. #2: Update 401(k) forms. By law, your spouse gets this account if […]

Thank you first responders!

We want to thank all Colorado first responders for their service. This Thursday we were fortunate to get the chance to attend the CPFF Foundation Cup to benefit the Colorado Professional Firefighters Foundation at the Colorado National Golf Club course and meet some of our wonderful first responders.   Meeting first responders at Thursday’s tournament brought […]

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