Core Financial
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Karen Ketcham | Monty Coen | Brenna Chenoweth


111 West Parmenter
Lamar, CO 81052
719-336-5550

Retirement

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.

 
 
Rightsizing for Retirement

Rightsizing for Retirement

What does your home really cost?

Caring for Aging Parents

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

Perception vs. Reality

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

 

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Is a Variable Annuity Right for Me?

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Estimate your monthly and annual income from various IRA types.

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Estimate how long your retirement savings may last using various monthly cash flow rates.

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A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Investment tools and strategies that can enable you to pursue your retirement goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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