Monday, November 30, 2015| 1 Comment
Last month I was fortunate enough to be published for the 2nd time this year on Fortune.com. Passing assets to heirs as tax-efficiently as possible is a real worry for many successful Americans. There are a few little known, but very effective ways to keep more money “in the family”. Working with a skilled financial… Continue Reading…
Estimated reading time: 2 minute(s)
Saturday, May 23, 2015| 1 Comment
I recently authored an article for Money.com to help pre-retirees and retirees discover ways to multiply their money in retirement. The tools I describe are time tested and effective. Knowing they are out there and available is the first step to deciding how they fit in your retirement plan. Click the article title above and… Continue Reading…
Estimated reading time: 2 minute(s)
375 E. Horsetooth Rd.
Suite #2-202
Fort Collins, CO 80525
Copyright © 2019 Solid Wealth Advisors
Insurance product guarantees are subject to the claims-paying ability of the issuing company. The adviser is paid commissions on the sale of insurance products.
Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All information is based on sources deemed to be reliable, but no warranty or guarantee is made as to its accuracy or completeness.
Advisory services are offered through Royal Fund Management, LLC, which is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.
All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's investment portfolio. There are no assurances that a client’s portfolio will match or outperform any particular benchmark.
Tax and legal information provided is general in nature and is subject to change. Always consult an attorney or tax professional regarding your specific legal or tax situation.
Follow us on