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12325 Oracle Blvd
Suite 121
Colorado Springs, CO 80921

Right Course Wealth Management

719-532-0570

 
Retirement and Quality of Life Behavioral Finance 4 Elements of an Estate Strategy The Wild West of Data Theft

"Doing what's right for the client.   Each time, every time."

   

Savvy individuals hire experienced guides to navigate treacherous waters; they would never take the risk of going it alone. Steering through a maze of financial decisions can also call for the talent of skilled experts that understand how to mitigate devastating choices to achieve the goals and objectives people have worked so hard to achieve. 

At Right Course we work with investors that comprehend the value of a financial professional -- professionals who lead the process of creating the vision, establishing clear goals, charting the right course, and arriving at the destination on schedule. And, almost as important as reaching one's destination, is the enjoyment of the journey. Often the time it takes to reach a port is over a span of months, even years. The voyage can be as triumphant as the final achievement. The question is, are you ready to go?

So whether your goals are accumulation, preservation, or transferring to loved ones, trust us to help you chart the right course. It takes objectiveness and time-earned wisdom to minimize costly short-term mistakes, yet recognize when to make mid-course alteration during turbulent times. We offer you guidance, experience, and a voice of reason to navigate throughout your dynamic voyage.

Be sure to add our site to your list of "favorites" in your internet browser. We frequently update our wealth of information, and we wouldn't want you to miss any developments in the area of personal finance.

Helpful Content

Saving Early & Letting Time Work For You

Saving Early & Letting Time Work For You

The earlier you start pursuing financial goals, the better your outcome may be.

Historical Inflation

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Saving for College

Saving for College

This calculator can help you estimate how much you should be saving for college.

 

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

Retirement Realities

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.

Life Insurance Myths: Debunked

Whether you have life insurance through your work, are retired, or are raising a family, it pays to know the truth about life insurance coverage. Examine and debunk the five most common life insurance myths, and arm yourself with knowledge.

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What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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

Bi-Weekly Payments

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

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

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

Long-Term-Care Protection Strategies

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

An Inside Look at Retirement Living

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

5 Smart Investing Strategies

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

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Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

When Markets React

When markets shift, experienced investors stick to their strategy.

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

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