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.
Things to Consider Before You Retire
Optimizing Social Security
Many retirees depend heavily on Social Security, aiming to help maximize their returns from this important income source. However, navigating the system's complexities often proves challenging, leaving many to question the best way to optimize the benefits they will receive over their lifetime.
Retirement Planning for Women
A longer life expectancy can expose women to various financial risks, including the possibility of outliving their assets. How can women help ensure their money lasts as long as they do?
Rebalance Your Retirement Portfolio
Regularly rebalancing your portfolio is important to managing risk and helping to stay on track for your retirement goals.
Preserving and Optimizing Your 401k
Preparing for a retirement that could last 30 years or more is no small feat. With many relying on withdrawals from their 401(k) or similar retirement plans for essential income, preserving and optimizing these funds is important.
Financial Confidence
A recent survey of U.S. workers shows many Americans are not confident about the state of their finances. Credit card debt, costs of homeownership, and inflation, were cited as main struggles according to Edelman Financial Engines, who conducted the survey.
Taking Control of Retirement
We've all experienced a series of unprecedented events in recent years, from a global pandemic to higher levels of interest rates, inflation, and global unrest. If you’re like many people, you might feel you have less control over your future. Now we’ll discuss what you can do right now to help take back control of your financial future.
Preserving Your Retirement Income from Taxes
There are more than one million tax preparers in the U.S., so there’s no shortage of help when it’s tax time. But how do you find the right help with tax planning for your retirement?
Taxes in Retirement
Many people assume that their taxes will go down once they stop working. While this might be true for some of you, for many, taxes could actually become one of your biggest expenses in retirement.
Making Your Retirement Money Last
Gone are the days when retirees could rely heavily on substantial external support—like Social Security and robust corporate pension plans. Today, not only are pensions a fading memory, but the reliability of Social Security benefits is also increasingly uncertain, placing the burden of securing a financially stable retirement more firmly on individuals.