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Valorem Financial

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Arvada, CO
Valorem Financial

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Guiding our clients with value and trust through life's financial journey.

10/25/2026

There comes a point when you start thinking differently about what’s valuable.

You’ve spent years building a career, supporting a family, saving for the future, and taking care of what needed your attention. Eventually, the question becomes: What do I want more time for?

Maybe it’s family. Travel. Your business. Your health. Giving back. Or simply having more control over your days.

Financial planning should help you think beyond the numbers and consider how the life you’ve built can support the way you want to spend your time.

10/23/2026

Pay taxes now or when you retire? A Roth IRA conversion lets you pay taxes on retirement savings today so you can withdraw that money tax-free later if you meet certain requirements. But whether that trade-off makes sense depends on your income, your tax situation, and when you’ll need the money.

Wondering if a Roth IRA conversion could fit into your retirement plan? Learn about the benefits, the costs, and why timing matters: https://www.valoremfinancial.com/insights/blog/the-roth-ira-conversion-why-how-to-use-this-strategy-in-your-retirement-planning/

10/21/2026

Financial priorities have a way of changing as life does.

At one point, the focus may be building an emergency fund or paying down debt. Later, the conversations shift toward retirement, caring for family, enjoying what you’ve built, or thinking about what you’ll leave behind.

The important part is recognizing how those priorities connect.

A strong financial plan considers what you need today while continuing to make room for what may matter years from now.

Wherever you are in that progression, we’d be happy to have a conversation about what deserves your attention next. Reach out to our team when you’re ready.

10/20/2026

Now is a good time to take a closer look at your financial picture, including your tax situation.

You may still find opportunities to make strategic moves that could help reduce your tax burden today and support your long-term financial goals.

Check out 10 year-end tax planning strategies we think you should consider: https://www.valoremfinancial.com/insights/blog/10-effective-year-end-tax-planning-strategies-to-consider/

10/19/2026

Midterm elections are almost here. History suggests stocks could have more room to run, but much of this bull market’s strength depends on AI.

How is AI spending affecting corporate profits, bond yields, and inflation, and what could that mean for investors? Explore these trends in our latest Market Commentary: https://www.valoremfinancial.com/insights/blog/market-commentary-its-all-one-big-ai-trade-now-and-more-on-midterms/

10/18/2026

You can know it’s time to move and still have a hard time leaving.

A home can hold decades of birthday mornings, holidays around the table, height marks on the doorframe, and rooms your children still think of as “home.”

So when it’s time to downsize, the decision carries more than financial considerations. It can mean deciding what to keep, what to let go of, and what you want the next chapter to feel like.

Some moves deserve more than a financial conversation.

10/17/2026

Sharing photos from our “Taxes In Retirement” workshop this Thursday! Thank you to everyone who joined us—your thoughtful questions and active participation made it a truly engaging experience. Special thanks to Kim, Lujane, and Dom for sharing their expertise and guidance on this important topic.

We’re committed to supporting our community’s financial well-being with more workshops and events. Stay tuned for updates, and let’s continue navigating retirement planning together with confidence!

10/16/2026

Selling a business. Receiving an inheritance. A significant equity payout. Sometimes your financial life can change much faster than you expected.

And with that change can come pressure to make decisions quickly about investing, spending, giving, or what happens next.

Give yourself time to let the dust settle.

A little space can help you understand what’s changed, consider the tax and planning implications, and think carefully about what you want this money to make possible.

When the time is right, that’s a conversation we’re here to help you navigate.

10/15/2026

Some future expenses are easier to plan for because you know roughly when they’re coming.

That’s where a bond ladder may come into the conversation.

By staggering bond maturities across different dates, investors can create a schedule where portions of the portfolio mature at different times, potentially providing funds for future needs while the remaining bonds stay invested.

Like any investment strategy, the right structure depends on your goals, timeline, and broader portfolio.

Sometimes knowing when you'll need the money can help shape how you invest it today.

10/14/2026

A little more treats. A few more tricks. And a lot more fun around the office this time of year. 🎃🐾

Our Valorem crew is getting into the spirit of the season.

We’d love to hear what your pets are dressing up as, or what costume you have planned this year.

Address

7705 Ralston Road
Arvada, CO
80002

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

+13033932456

Website

http://www.valoremfinancial.com/

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