Blog

Five years before retirement is the time to turn your savings into a plan. Learn what to review now, including spending, retirement income, Social Security, taxes, investments, healthcare, savings, debt, and your future retirement lifestyle

It's been an exciting few months at Andstead Advisors! We wanted to share a few updates from around the firm, introduce a new team member, and highlight some memorable moments we've enjoyed with our clients.

What is a Trump Account? Learn who qualifies, how the $1,000 government contribution works, contribution limits, investment rules, and where these new accounts fit into your family's financial plan.

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.

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.

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.

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.

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.

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.

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.

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...

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...