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1010 S. Joliet St.
Suite 109
Aurora, CO 80012

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Wendy Woods

(303) 972-1111

 
Surprise! You’ve Got Money! RE: Retirement 18 Years Worth of Days Bridging the Confidence Gap

Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Helpful Content

Keep Your Umbrella Handy

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

Test Your Life Insurance Knowledge

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

When to Self-Insure

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

 

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

How Income Taxes Work

A quick look at how federal income taxes work.

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

How Financial Advisors Are Compensated

Read this overview to learn how financial advisors are compensated.

The History of Retirement

Do you know where the idea of “retirement” comes from?

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Retirement Plan Distributions

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

Investment Strategies for Retirement

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

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

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