Should You Utilize a Partial Roth Conversion Strategy?

Aspen Wealth Strategies’ Founder and Chairman, Andy McClaflin, has been named to the 2019 Forbes list of America’s Best-in-State Wealth Advisors, which recognizes advisors from national, regional, and independent firms. Andy debuted at No. 23 in Colorado! (To view the entire ...

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Ideas for Your Tax Refund

Tax filing season is never fun, but for many Americans, the silver lining is the refund they’ll receive when it’s over. If you’re one of the individuals who received, or expect to receive, money back from Uncle ...

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Forbes Names Aspen Wealth Strategies’ Andy McClaflin One of The Nation’s Best-in-State Wealth Advisors

Aspen Wealth Strategies’ Founder and Chairman, Andy McClaflin, has been named to the 2019 Forbes list of America’s Best-in-State Wealth Advisors, which recognizes advisors from national, regional, and independent firms. Andy debuted at No. 23 in Colorado! (To view the entire ...

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Envisioning Your Perfect Retirement… Then Planning For It

Do you have a specific date marked on your calendar? Are you counting down the days until your retirement? You’ve planned for this moment for a long time now, but it’s just as important to plan for what’...

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A letter from Andy

 Most of you know that 11 years ago my wife Gina was diagnosed with Breast Cancer. Gina fought hard through six months of chemotherapy, multiple surgeries and five years of hormone therapy. Even though her diagnosis was a life changing ...

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Weekly Talking Points

The S&P 500 ground out a positive 0.66% last week while the Dow Jones Industrial Average shot up 1.48% on a softening of the “trade war” talk between the US and China.   International markets continued sell off with political ...

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Weekly Talking Points

The S&P 500 ground out a positive 0.80% last week while the Dow Jones industrial Average was essentially flat (up 0.05%). International markets however took a breather as both developed (MSCI EAFE) and emerging (MSCI EM) declined 1.45% and 1.66% respectively. Personal income ...

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Determining Your Safe Withdrawal Rate

Sequence of return risk What is it? | The risk that an investor’s portfolio returns will be low or negative early in a withdrawal period. Given the same starting principal and average return, individuals who incur low or negative ...

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Forbes Names Aspen Wealth Strategies’ Andy McClaflin One of The Nation’s Top Next-Gen Wealth Advisors

Aspen Wealth Strategies’ Founder and Chairman, Andy McClaflin, has been named to the 2018 Forbes list of America’s Top Next-Generation Wealth Advisors, which recognizes advisors from national, regional, and independent firms. Andy debuted at No. 233 nationally and No. 3 in Colorado. (...

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Financial Planning for Special Needs Individuals

Caring for a special needs individual can easily deplete a family’s time and resources. Without knowing the available opportunities and potential pitfalls, you could jeopardize this individual’s financial future and miss out on significant benefits and opportunities.  &...

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Navigating Healthcare & Medicare Expenses in Retirement

Preparing for healthcare expenses in retirement can be a daunting task but educating yourself and having your financial plan stress-tested are critical first steps and ones that we want to help you with. While these expenses can no doubt be ...

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Weekly Talking Points

The S&P 500 was essentially flat last week returning just 0.04%, however there were some sizable moves throughout the week. Some of the biggest movers included United Continental Holdings (up 12.22%) and Netflix (down 8.78%). If anyone is looking for a reason ...

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Weekly Talking Points

The S&P 500 ended the week up 1.56% as data is finally starting to win over headline fear. The S&P is now up 4.25% YTD, while the Dow lags at 0.82% up for the year. The big gainers continue to ...

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Weekly Talking Points

The S&P 500 ended the week down 1.31%, mainly on continued worries over tariffs and the threat thereof. Interestingly President Trump, during his rally in North Dakota, stated rather adamantly that the “trade disputes will ultimately be worked out.” Once (...

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Aspen Wealth Strategies Q3 Market Commentary

“It’s the end of the world as we know it…and I feel fine” R.E.M. (1997) – American Alternative/Indie band “It’s the end of the world as we know it…” Many of you may best remember this ...

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Recent Tax Law Changes & How You May Be Impacted

Below is a condensed summary of some of the most important changes from the recent tax reform bill.  New Marginal Tax Brackets & Expanded Thresholds Who is affected? All taxpayers What changed? The seven old marginal brackets ...

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Social Security Claiming Considerations

According to the Social Security Administration, nearly three-quarters of Americans choose to begin benefits prior to their full retirement age (FRA). Whether or not this is the right choice depends on a myriad of different factors which we will discuss ...

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Weekly Investment & Economic Talking Points

I may be dating myself a little here, but all I could think about last week when President Trump floated his tariff plan was the movie “Ferris Buellers Day Off”. There was a scene in that movie where a rather ...

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Investment & Economic Talking points

Equity markets continue to rally into this New Year with nearly all equity indicies being positive (all numbers are YTD): S&P 500 4.28%; Dow Jones 30: 4.44%; Russell 2000: 3.70%; MSCI EAFE: 3.68%; MSCO EM: 4.32%; NASDAQ: 5.21%. If early meetings are any indication, the most common ...

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Weekly Investment & Economic Talking Points

Equity markets continue to rally into this New Year with nearly all equity indicies being positive (all numbers are YTD): S&P 500 4.28%; Dow Jones 30: 4.44%; Russell 2000: 3.70%; MSCI EAFE: 3.68%; MSCO EM: 4.32%; NASDAQ: 5.21%. If early meetings are any indication, the most common ...

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Are You On Track
For Retirement?


Here at Aspen, we utilize cutting-edge financial planning software to analyze your plan’s probability of success. Whether you’re at the beginning of your career, still working, or have already retired, we want to make sure that you’re on track to meet all of your goals – whatever they may be. The first step in doing so is establishing a financial plan.

See If You’re On Track For Retirement

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