News, Insights, and Financial Tips

It's T.I.M.E. for a Plan: Schedule a Free Session Today!

FRANK'S FINANCIAL TIPS

Using a Tax Refund to Fund an IRA

March 24, 2025

Using a Tax Refund to Fund an IRA

Top 10 IRA Rollover Mistakes

March 24, 2025

Top 10 IRA Rollover Mistakes

“How Should I Finance My Vacation Home?”

March 20, 2025

Many retirees and pre-retirees dream of owning a vacation home that they can visit throughout the year. But if you decide to make this move, how should you go about financing a second property? That’s the question one of our listeners, Ted, asked Frank this week.

“Do I Have Too Much Insurance?”

By Walter Storholt • March 13, 2025

We've got a great listener question for you today! This week, Barry shares that he has a life insurance policy through his job, as well as a whole life policy he purchased several years ago. Now, he’s wondering- does he really need both, or should he consider canceling one?

Social Security Claiming Tips For Different Family Situations

By Walter Storholt • March 6, 2025

Social Security claiming strategies can vary greatly depending on family dynamics. This episode explores how different family situations, such as those with a stay-at-home spouse or a blended family, could impact when and how to claim Social Security benefits to help maximize your retirement income.

Avoiding Mistakes in a Divorce in 5 Easy Steps

February 25, 2025

Retirement accounts and divorce

Choosing the Right Financial Advisor in 5 Easy Steps

February 25, 2025

Why do you need a financial advisor?

“Which Account Should I Withdraw From First in Retirement?”

By Walter Storholt • February 20, 2025

In today’s video, Rebecca asks an important question about retirement planning: With four different investment accounts- her 401(k), IRA, Roth IRA, and individual account- she’s wondering which one she should withdraw from first when she retires next year and needs income.

5 Financial Mistakes to Avoid in Your 60s

By Walter Storholt • February 13, 2025

Financial mistakes can happen at any age, but they can have a particularly significant impact in your 60s. In today’s episode, Frank discusses 5 common financial blunders to avoid during this pivotal decade.

Link to Ed Slott Master Elite IRA Advisor Group

720.897.TIME (8463)

[email protected]

1729 Terry Street, Longmont, CO 80501

Advisory services offered through CreativeOne Wealth, LLC a Registered Investment Adviser. CreativeOne Wealth, LLC and Oliver Asset Management are unaffiliated entities.

Licensed Insurance Professional. Respond and learn how financial products, including life insurance and annuities can be used in various planning strategies for retirement. The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional tax advice for applicability to your personal situation.

*Testimonials are based on unique experiences from current clients and are not representative of all client experiences. Testimonials are unsolicited and clients received no compensation (cash or non-cash). Past performance is no guarantee of future results. Testimonials are encouraged and welcomed from all prospects and clients. Investment advisory services offered through CreativeOne Wealth, LLC, a registered investment advisor. CreativeOne Wealth is not affiliated with Oliver Asset Management. Additional information about CreativeOne Wealth, LLC is available in its current disclosure documents, Form ADV, Form ADV Part 2A Brochure, and Client Relationship Summary report which are accessible online via the SEC’s Investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov, using CRD #281213.