Aspen Leaf Wealth Management

How The SECURE Act Affects Financial Planning

The new SECURE Act of December 2019 affects a majority of our clients. Click to read if you might feel the impact as well.

How A Health Savings Account Can Provide Massive Tax Value

HSAs are confusing, but many people qualify for these amazing accounts and their impressive tax benefits.

2 Ways To Maximize Your Colorado 529 Plan

We all know that 529 plans can be valuable college education savings tools. What we might not realize is that CollegeInvest, the folks...

Rate of Return Trailing Time Frames

How quickly can an investment portfolio's performance change? This client's story will surprise you!

Financial Complexity Is Killing You

Yes, quite literally! It's a well established principle in psychology that complexity contributes to mental illness. As we voluntarily...

I Saved $80,000 In 3 Years. Here's How I Did It.

Read the things I did as well as avoided on my savings journey.

What To Do With Investment Proxy Votes

You know those annoying communications from your investment portfolio alerting you to a shareholder vote? Those communications are proxy...

Estate Planning- Can't You Just Do It Yourself Online?

These days, we’re all busy, with a long list of unfinished tasks and not enough hours in each day to get them done. For many people, one...

How Many Stocks Do You Need To Be Diversified?

Diversification is what's required of investors who aim to eliminate the risks unique to any one particular stock. I'm talking about...

How A Reverse Mortgage Can Improve Cash Flow And Your Financial Plan

You might not have heard much about reverse mortgages outside of AARP or daytime tv commercials. They mostly fly under the radar for...