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AJM Financial

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Protecting your hard-earned assets in a volatile era can be easier than you think.

10/23/2026

Don’t forget to listen to our radio show!

“Mile High Money” with Adam Moeller helps elevate your path to retirement with conversations about retirement strategies and financial decisions that can help you stay on course to the summit. There’s always an opportunity to make sure your retirement is headed in the right direction, so join us!

Catch “Mile High Money” every Saturday at 8 a.m. on KKFN-FM 104.3 and 9 a.m. on KOA 850 AM / 94.1 FM: https://bit.ly/3Twolze

10/22/2026

The number one question we get asked is, “How much money will I need to have saved before I retire?” The answer is different for everyone. Will you be able to live on Social Security alone? Will you need to withdraw money from a 401(k), IRA, or similar retirement account? Or will you be able to generate income another way?

The time to save for retirement is now. The time to get serious about your retirement income is now. How much will you need? Give us a call and let’s create a plan! (720) 974-4800 or contact us here: https://bit.ly/4iJorOO

10/19/2026

This week is Estate Planning Awareness Week. Are your beneficiaries up to date on everything, including your 401(k)s, IRAs, your insurance policies, and your estate plan? Life moves ahead, and it’s not always in a straight line. Don’t forget how important estate planning is in protecting your family, and be sure to make regular updates in cases of divorce or if family members pass away. Almost everyone needs an estate plan so that their wishes are documented!

To discuss tax-advantaged estate planning strategies, give us a call at (720) 974-4800 or contact us here: https://bit.ly/4iJorOO

10/15/2026

Today is the start of the Medicare Open Enrollment period, which runs October 15th to December 7th annually for those already on Medicare. Now is the time to check your plan for any changes in co-pays, deductibles, coverages, doctors, covered medications… and compare costs. You can switch to a different Medicare Advantage plan, go back to Original Medicare, add vision or dental, or make other choices for the 2027 benefit year. And remember, your Medicare premium is based on your income from two years prior.

10/13/2026

Healthcare costs are on the rise, and your retirement plan should help ensure you have adequate funds dedicated to this, especially as you get older. Fidelity’s newest projections are $185,500 needed during retirement for healthcare by the average person who has reached age 65. This includes Medicare premiums, copayments, deductibles, and other out-of-pocket costs, but does not include long-term care: https://bit.ly/46Z4bnT

Let’s talk about your retirement plan! Call us at (720) 974-4800 or contact us here: https://bit.ly/4iJorOO

10/08/2026

WHERE you retire matters more than ever. Is your location on this list? 🏙️ This annual ranking by Fast Company compares four key factors, affordability, activities, quality of life, and healthcare, across more than 180 cities: https://bit.ly/4rwu2No

Let’s talk about YOUR retirement plan. Call us at (720) 974-4800 or contact us here: https://bit.ly/4iJorOO

10/06/2026

A recent article in Psychology Today magazine lays out aspects of retirement you may not have thought about. From making plans to travel, spending time with family and friends, or exercising more, to finding ways to stay useful and relevant as well as financially sound, the subjects explored here are truly worth considering BEFORE you stop working: https://bit.ly/3UYY7sL

Address

4600 S. Syracuse Street, 9th Floor
Denver, CO
80237

Telephone

+17209744800

Website

http://myajmfinancial.com/

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