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Longmont Chamber of Commerce Golf Tournament 2018

We had a great time passing out mimosas and supporting local golfers at the Longmont Chamber of Commerce Golf Tournament!! 

Anthem Ranch Parade July 2018

The Anthem Ranch Community in Broomfield kicked off July with a Hot Wheels Club Parade. We offered our limousine to our clients who live in the Anthem Ranch Community and participated in the parade. Brittany joined in on the fun, and everyone had a wonderful time!                    […]

Elite Holiday Party 2017

Thank you to everyone who attended our 12th Annual Holiday Party at the Fox Hill Club. We had a wonderful time celebrating with everyone and are thankful for each and every client that trusts us with their retirement income.

Because of your generosity…

Thank you… Last week, we had the pleasure of hosting our annual open house toy drive for the TLC Learning Center.  We feel so fortunate that we have the ability to give back during the holiday season with everyone’s help.  We are always grateful for the generosity of our clients, but this year we have […]

Thank You from the Holiday Open House

Oliver Financial Group would like to Thank You! Oliver Financial Group would like to thank you, our generous clients, for bringing so many great gifts for the children of the TLC Learning Center.  “We really appreciate getting together with you and share the season’s good cheer.  It is also an opportunity to help the community.  I heard […]

Elite Holiday Party

Thank you to everyone who attended our 11th Annual Holiday Party at the Fox Hill Club. We had a wonderful time and are thankful for each and every client that trusts us with their retirement income. View photos from the party below.

News

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3 Questions to Ask Yourself Before You Purchase Long-Term Care Insurance

According to the U.S. Department of Health and Human Services, today’s 65-year-olds have a 70 percent likelihood of needing long-term care at some point in their lives.1 That means long-term care will be a reality for many retirees. Long-term care is extended assistance with basic daily functions such as bathing, mobility and eating. It’s often […]

The ABCs of Medicare

Getting ready to retire? If so, you have some big decisions ahead of you, such as when to file for Social Security and how to manage your investment strategy. Perhaps one of your biggest decisions is when to enroll in Medicare and what type of coverage to select. In its original form, Medicare only covered […]

Should You Follow the 4 Percent Rule in Retirement?

If you’re like most retirees, you’ve spent much of your career accumulating assets to fund your retirement. You’ll likely rely on those assets to generate a portion of your retirement income. While you will likely have Social Security income and possibly even a pension, you may also need income from your savings. The challenge for […]

How Will Your IRA Withdrawals Be Taxed in Retirement?

The IRA is one of the most popular available retirement savings vehicles. Americans hold nearly $2.5 trillion in individual retirement accounts (IRAs). Those nearing retirement, between the ages of 60 and 64, have an average of $165,139 in their IRA.1 If you own an IRA, you may rely on it in retirement to generate a […]

How to Minimize Your Tax Exposure in Retirement

They say death and taxes are the only certainties in life. You may not be able to control when you pass away, but you can certainly implement a plan to reduce your tax exposure. While taxes are a substantial expense throughout your life, they can play a big role in your retirement. Many retirees forget […]

4 Surprising Costs That Can Sink Your Retirement

A budget can be one of your most valuable financial tools as you plan your retirement. Your budget can help you plan your required income and make smart buying decisions. Unfortunately, most Americans don’t use a budget. According to a study from U.S. Bank, only 41 percent of American households rely on a budget to […]