As a holistic advisor, Linda Gardner focuses on discovering what keeps you awake at night. What are your needs, goals, and hopes for retirement? Then she searches for the best solutions and helps you evaluate them. Together you’ll create a plan that’s uniquely yours and provides you with a sleep-at-night portfolio. Holding a Series 65 securities license means that she has a fiduciary responsibility toward her clients – always keeping their best interest in mind.
Linda is a member of National Ethics Association, Women’s Estate Planning Council, MDRT, American Association for Long Term Care, and Ed Slott’s Master Elite IRA Advisor Group. Linda also holds a Colorado Life and Health Insurance license.
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Investment Advisory Services offered by Linda Gardner through Brookstone Capital Management, LLC, (BCM) a SEC Registered Investment Advisory Firm. Blue Heron Capital, LLC and BCM are independent of each other.
The 5 Financial Stages of Life
Questions About Retirement
We’re faced with questions every day. What’s for dinner? When’s the meeting? How was your day? These are questions that are – or should be – easy to answer, but when you’re starting to consider retirement, the questions can get a lot more complicated.
Make Your Money Work for You
Do you think you would make the grade when it comes to financial literacy? Most Americans between the ages of 50 and 75 scored low marks when it comes to retirement income literacy quiz. According to the American College of Financial Services.
Financial Literacy
Do you think you would make the grade when it comes to financial literacy? Most Americans between the ages of 50 and 75 scored low marks when it comes to retirement income literacy quiz. According to the American College of Financial Services.
Boomers Up Gen X on Deck
We’ve repeated the stats time and time again: thousands of Baby Boomers retire every day. And by 2030, they will all be 65. And if Baby Boomers are up to bat for retirement, that means Generation X is on deck.
Behavioral Finance and You
Have you ever been so scared of losing money that you didn't take a financial risk? Or maybe you've found yourself buying something just because everyone else is? These are just a couple examples of how our behavior plays a big role in our financial decisions.
Testing Out Retirement
You can test drive a car or an RV, but what about your retirement? We'll share some tips to think about before you make the leap into retirement.
Financial Habits to Break
Any time is a good time to break a bad habit. Whether you want to make improvements in your routine at home, your job performance at work, with your physical health or your financial health, the time to make a positive change for your future, is right now.
Estate Planning and Beneficiary Designations
Is your estate plan up to date? After you pass away, will your assets and money go where you intend? Is there a beneficiary form that was not updated after a life situation changed? Do your loved ones a favor and listen to the podcast now.
Retirement Unknowns
A lot can happen to you in 20 years that you didn’t see coming. You probably had some unexpected blessings and also some obstacles to overcome. Either way, there were some big unknowns in your past and they’ll continue in the future.