Blog
Roth IRA vs. Traditional IRA: How to Choose the Right One
Not sure whether a Roth IRA or Traditional IRA is right for you? Learn the key differences, tax considerations, and how to choose the retirement account that best fits your long-term financial goals.
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How Much Does a Financial Advisor Cost?
Learn how much a financial advisor costs, how AUM, flat, hourly, and commission-based fees work, what's typically included, and how to determine whether an advisor provides good value.
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I Received an Inheritance. What Should I Do Next?
Received an inheritance? Learn what to do first, how different inherited assets are treated, common tax considerations, and the steps you can take to make thoughtful long-term financial decisions.
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What Does a Financial Advisor Actually Do?
A financial advisor does more than manage investments. Learn how advisors help with retirement planning, tax strategies, estate planning, business owner planning, and navigating major financial decisions.
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What Is the Best Retirement Plan for a Small Business Owner?
Learn how to choose the best retirement plan for your business. Compare Solo 401(k)s, SEP IRAs, and Profit Sharing Plans to determine which option best aligns with your goals, employees, and tax strategy.
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When Should I Take Social Security? 62 vs. 67 vs. 70
Wondering when to take Social Security? Compare claiming benefits at 62, 67, or 70 and learn how factors like health, taxes, retirement savings, and life expectancy can impact your decision.
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How to Choose a Financial Advisor: A Complete Guide
Choosing a financial advisor is an important decision. Learn what to look for, what questions to ask, how advisors are compensated, and how to find the right advisor for your needs.
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How a Financial Planner Budgets Their Money (And Why it Works)
Ever wonder how a financial planner actually budgets their own money? The answer isn’t extreme frugality or complicated spreadsheets. It’s a simple system that prioritizes savings first, creates clear spending boundaries, and grows...
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American Portfolios Denver Rebrands to Andstead Advisors
Denver-based wealth management firm unveils new identity reflecting its evolution toward relationship-driven financial guidance. American Portfolios Denver announced today that the firm will officially operate as Andstead Advisors...
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