LifeWealth Principles, LLC, located in Golden, Colorado, offers customized financial planning and wealth management services. We are comprehensive wealth management professionals specializing in helping clients who either are planning for retirement, or are retired and wish to preserve and grow their assets. We focus on independent financial guidance with emphasis on income tax reduction planning, asset preservation, wealth transfer planning, and retirement income distribution strategies for those who wish to maximize their distributions for themselves and their heirs.
At LifeWealth Principles, LLC our goal is help our clients during these challenging times by giving them the knowledge, tools and a comprehensive plan to outline their future and to help take them where they want to go. Our commitment to educating clients allows them to understand and be confident about their investment decisions.
If you would like a Complimentary Financial Review
please contact us so we can schedule your review at your earliest convenince.
Newsletters
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A Mortgage Recast Is an Alternative to Refinancing
This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.
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Fixed Annuities: Retirement Income for Now or Later
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
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Tracking the Fed’s Progress on Disinflation
This article compares the key inflation measures that economists and investors are watching for signs of easing price pressures.
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.