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Image of a sailboat sailing on a lake, with cloudy weather above.
Terry Anderson | May 22, 2024

Mastering Stormy Waters: Smart Strategies for Healthcare Costs in Retirement

Finance
Lifestyle
Retirement
Health
With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years require careful financial planning
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Market Volatility
Terry Anderson | May 22, 2024

Why are markets volatile?

Investments
Markets have been very volatile lately. What’s going on? Let’s take a quick look at the factors that are influencing markets right now.
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Grandmother with child
Terry Anderson | May 22, 2024

IRS Changes Inheritance Rules: Protecting Your Legacy

Tax Planning
Estate Planning
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could
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“By failing to prepare, you are preparing to fail.” — BENJAMIN FRANKLIN

 

About Us

Maia Wealth is an independent Registered Investment Advisor (RIA) dedicated to providing comprehensive financial planning and exemplary service to all of our clients.

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1401 17th St 
Suite 850 
Denver, CO 80202

Greenwood Village Office
7887 East Belleview Ave
Suite 1100
Greenwood Village, CO 80111

  (303) 663-0111 
  terry@maiawealth.com

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Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Maia Wealth's website and its associated links offer news, commentary, and generalized research, not personalized investment advice. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy.  Investment Advisory Services offered through Maia Wealth, a Registered Investment Advisor with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training.

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