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.
Click HERE for more information.
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.
Silver Tsunami
4 Misunderstood Steps
We’ll explore 4 steps that are often misunderstood, but can help you create a more secure and confident retirement. Joining us in this discussion is Blue Heron Capital Financial Advisor Zach Roberts!
Taxable Income
It seems like every dollar you receive these days is taxable income. And with our country’s sky rocketing debt, chances are tax rates will be going up sometime in your future! That creates some real concerns! The good news is that the IRS doesn’t tax everything! We'll disclose things the IRS doesn’t currently tax.
Social Security Tax Torpedo
After decades of paying those Social Security taxes, you may now be shocked to learn that up to 85 percent of your Social Security benefits could be subject to income taxes throughout your retirement years! So, is there anything you can do to help reduce or eliminate taxes on those benefits?
Approaching Your Retirement Plan
When creating your retirement plan, are you approaching it like a space engineer designs a rocket? Or are you swinging wildly from strategy to strategy unsure what to do next? What you do, and how you do it, really matters!
Will Your Money Last?
Your Money Your Retirement! It’s not just the name of our radio show! It’s the driving force in our practice! Today, we’ll review one of the most important chapters in Linda’s book, Your Money Your Retirement, as we focus on the number one question the BHC team is asked so often – Will your money last as long as you do?
Excited to Retire
When you think about retiring are you excited about your next chapter…or are you thinking that’s just what comes next in the cycle of life. Or, maybe you’re just happy to leave your job behind without any thought of what comes next. Whatever you’ve been thinking, maybe it’s time to re-fire! And make the rest of your life the best it can possibly be!
Answers for Senior Care with Juliana Young
It’s 7:00 on a Friday evening and you just met with the doctor who told you she’s releasing your mom from the hospital first thing Saturday morning. Mom still needs a lot of care and she can’t go back to her home. Where do you start? What do you do next? Who are you going to call this late on a Friday evening? This can happen to anyone!
Questions You Should Be Asked
Does your advisor ever ask to look at your tax return? Does your advisor ask you about your potential for longevity, your health and your retirement goals? And, does your advisor explain things like sequence of returns and how that could impact your retirement future? If not… why not?
What Keeps You Up At Night
Will your money last...how will inflation, future taxes and healthcare expenses impact your retirement? Will your loved ones be financially ok when you’re gone? Do you know where your retirement income is actually coming from? If questions like these are keeping you awake at night, you’re not alone! The good news is that there are some great strategies to help you relax!