Partners: CHAD TIPPS, RFC ~ and ~ DON LEANDER, CFP
OVER 35 YEARS OF INDEPENDENT FINANCIAL ADVICE
DIRECT OFFICE LINE: (719) 266-5335
"Call about our no-cost, no-obligation financial, retirement and investment planning consultations. We specialize in broadly-diversified asset allocation strategies to help you better achieve your goals in every kind of market environment."
Click "HERE" to learn more about my company
We trust you will find Financial Planning Strategies a very helpful online location - where you’ll see a wealth of information in the form of newsletter articles, calculators, and research reports.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind investing, retirement, tax strategies, estate planning, insurance and wealth preservation. Most important, we hope you see the value of working with a skilled professional - to help you reach your financial goals.
We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
Newsletters
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SECURE 2.0: Big Impact for Small Businesses
This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
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Beware of These Life Insurance Beneficiary Mistakes
Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
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Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
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A Mortgage Recast Is an Alternative to Refinancing
This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.
Calculators
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.