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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

9 Facts About Social Security

9 Facts About Social Security

There are things about Social Security that might surprise you.

Social Security: By the Numbers

Social Security: By the Numbers

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

Rebalancing Your Portfolio

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

 

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

New Trends Redefine Travel

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The Five Basics of Financial Literacy

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Important items to consider when purchasing condo insurance.

To Catch a Thief

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How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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This calculator can help determine whether it makes sense to refinance your mortgage.

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This calculator compares the financial impact of leasing versus buying an automobile.

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Enter various payment options and determine how long it may take to pay off a credit card.

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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5 Smart Investing Strategies

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

Your Cash Flow Statement

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Tax Management Strategies

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

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2017 Year in Review

Take a look at this 2017 Market Recap.

The Business Cycle

How will you weather the ups and downs of the business cycle?

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.

From Boats to Brokers

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

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

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