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17910 Cottonwood Drive
Unit B
Parker, CO 80134
(303)693-1234

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The Junk Drawer Approach to Investing Coaches Tuning Your Social Security Benefit RE: Retirement

Connecting Tax and Financial Planning For Long-Term Financial Security

Towers Wealth Management, Inc. is an independent comprehensive tax planning and wealth management firm assisting individuals, families, and small business owners through the many financial milestones in life, from running a business to sending a child to college to preparing for retirement.

Towers Wealth Management is a family firm based in Parker, Colorado, we work with clients throughout the greater Denver metro area, including Centennial and Aurora. As a family business, we treat our clients like family. We strive to build trusted and long-lasting partnerships with our clients, providing customized strategies, personalized service, frequent communication, and client appreciation events.

As independent advisors supported by broker-dealer HD Vest Investment ServicesSM, we are focused on each client’s individual goals, unique situations, and risk tolerance. Our relationship with HD Vest provides a wide range of products that enables us to customize sensible solutions for our clients’ needs.

At Towers Wealth Management, we understand that clients have worked hard to build their wealth. Our goal is to develop appropriate strategies that may help them preserve their wealth, mitigate taxes, and pursue their vision of a successful financial future.

Investment and financial planning services are offered by Deborah Towers through her affiliation with HD Vest.

Helpful Content

Tuning Your Social Security Benefit

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

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Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Women and Retirement

Women and Retirement

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

 

The History of Currency

Currency has been around for a long time. Here’s a quick history lesson.

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

Money that Buys Good Health is Never Ill Spent

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What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Estate Management Checklist

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Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

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Bi-Weekly Payments

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

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Assess how many days you'll work to pay your federal tax liability.

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This calculator demonstrates the power of compound interest.

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This calculator compares the net gain of a taxable investment versus a tax-favored one.

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Estimate how much income may be needed at retirement to maintain your standard of living.

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

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Retirement Plan Distributions

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

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There are some smart strategies that may help you pursue your investment objectives

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A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Tax Management Strategies

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

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