RESOURCES
We love educating and offering helpful resources! Just another way we can “genuinely help people.” Below you’ll find lots of websites for all sorts of situations, a do-it-yourself section as well as an archive of our Refuge Refresh emails. Enjoy!
GENERAL
A great site for finding trustworthy businesses in all sorts of industries.
This site has all the free financial calculators you could ever dream of!
A great one-stop-shop for all the senior-specific resources you can think of.
With information on health, money, Social Security, Medicare and more, this site has it all for seniors.
This site from the FLEC is dedicated to improving financial literacy in the U.S.
Focus on the Family (Finances)
You’ll find some great, family-focused articles here relating to money and finances.
This is a great local site that shares all there is to know about our hometown here in Pueblo, CO.
STRATEGIC RETIREMENT PLANNING
Investopedia is filled with information about investing and finances.
This site has LOTS of educational material on retirement strategy and whether an FIA could fit into yours.
This website has so much information regarding retirement finances and lifestyle.
Find out what your monthly Social Security benefits could look like.
MEDICARE
The government’s primary site for all things medicare. Here you find educational resource, search plans and more.
This amazing resource is filled with articles, videos and more to help walk you through all things Medicare.
Colorado SHIP Medicare Assistance
This is Colorado’s website for its Medicare & State Health Insurance Assistance Program.
Find support with senior services like counseling, dental grants, energy assistance and much more!
LIFE INSURANCE
This great website includes everything you need for life insurance education and planning!
Here you’ll find information from the NAIC with information and tips for all types of insurance.
If you want to learn all about the Infinite Banking Concept, there’s no better place than the site of the originator of the idea.
Nerd Wallet can be a good source for information about insurance and finances in general.
Debt elimination
This site has lots of information about conquering debt utilizing the Money Max account.
Find debt payment calculators and payment plans to help you pay off debt.
Get help with formulating and implementing a budget.
DO IT YOURSELF
Maybe you prefer NOT to talk to anyone as you look through your coverage options and decide what’s best for you. If so, WE GET IT! We still want to help you however we can. For that reason, we have direct access sites below for life insurance and Medicare. From the quote, to the application, to enrollment—you can do it all on your own!
(NOTE: Since solutions for Strategic Retirement Planning and Debt Elimination are very situation specific, we are not able to offer direct access websites in those areas at this time. Schedule a free, no-pressure consultation to talk through the specifics of your situation).
Check out our most recent emails below. We strive to make sure the emails are always encouraging and educational! If you’d like to see the entire archive, you can find that HERE.
Also, if you’re not on our email list, be sure to SIGN UP for the monthly email in the gray section below!
Refuge refresh Archive
Refuge Refresh!
A monthly email that’s a refreshing resource & encouragement for your inbox!
(Never salesy but encouraging and informative!)