AJM Financial

06/01/2026

June is recognized as Annuity Awareness Month. This is your time to take a closer look at how you’ll create income in retirement.

Traditional pensions are way less common and the responsibility of generating reliable income now falls on you! For some, annuities can play a role by providing a consistent income stream backed by the strength of an insurance company.

Everyone’s situation is unique, so let’s talk about what may fit into your income plan. Contact us at 720.974.4800!

05/29/2026

Your weekend reset for financial clarity can start here with "Mile High Money" on the radio! Adam Moeller shares insights and real-world strategies to help you plan for retirement. Tune in this Saturday at 8 AM on KKFN-FM 104.3 and 9 AM on KOA 850 AM / 94.1 FM. And catch every past episode here: https://bit.ly/3Twolze

05/27/2026

Happy National Senior Health & Fitness Day!💪 It’s never too late to move, groove, and feel your best! If you want help factoring in more fitness and new hobbies into your retirement plan, contact us for a review. Let’s keep thriving together!🏃‍♂️ 720.974.4800.

05/26/2026

National Scam Survivor Day was the second Thursday in May and phishing is the most reported type of cyber scam in the United States. Learn more about common scams and prevention strategies in our latest blog article! Read it now on our website.

Phishing is the most reported type of cyber scam in the United States and worldwide, and these attacks continue to rise and evolve every day.

05/25/2026

"Do I Have a Sustainable Withdrawal Strategy? How Will I Manage Healthcare Costs? Am I Maximizing My Income Sources?"

If you don’t know the answers to these questions, it may be time to take a closer look at your plan. Our team is here to help break down every step of your financial journey so you can move toward a more secure retirement. Understanding how your plan is built will give you confidence that you are working toward your dreams. Contact us today at 720.974.4800!

Retirees face unique challenges, such as managing fixed incomes, navigating healthcare costs, and ensuring their savings last for the long haul.

05/25/2026

Today is Memorial Day! Remembering all who have made the ultimate sacrifice.

05/20/2026

Don’t let spring cleaning clean out your savings! Retirees are often surprised by seasonal expenses like:

• Home maintenance & repairs

• Travel & rising transportation costs

• Taxes (including RMD surprises)

• Health & wellness expenses

• Graduations, weddings & gifts

• Pet care costs

These “spring surprises” can add up quickly, so knowing what to expect can help reduce your stress and financial shock. Let’s review your strategy and make the necessary changes you see fit. 720.974.4800.

Spring is here, but so are the bills. From HVAC tune-ups to surging travel costs, here are 6 unexpected expenses retirees must plan for in 2026.

05/19/2026

From market volatility to taxes to fluctuating interest, we face challenges every day that can have damaging effects on our finances. At AJM Financial, we can help provide you with the guidance to achieve your financial goals and needs.

The time is now! Don’t wait to implement a financial strategy, contact us today for customized income planning: https://bit.ly/4iJorOO

05/18/2026

Social Security won’t be reduced, benefits are tax-free, claiming early gets you more money, your ex can’t claim on your work record, and participation is voluntary… these are some of the biggest myths many Americans still believe. Misunderstanding these rules can have a major impact on your retirement income, so let’s make sure your plan is built on facts. Contact us today to review your plan and see what’s the right fit for you. 720.974.4800.

Ignorance can be costly.

05/15/2026

If you're ready for a smarter approach to retirement, tune in to "Mile High Money" with Adam Moeller. He breaks down strategies to help you navigate your financial future every Saturday at 8 AM on KKFN-FM 104.3 and 9 AM on KOA 850 AM / 94.1 FM! Start streaming here for past episodes full of financial education: https://bit.ly/3Twolze