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Working with small businesses and individuals on Investments, Life Insurance, Annuities, Tax Planning, and Retirement Planning in Englewood, CO

Welcome to Lane Strategies, your comprehensive source for overall problem solving solutions. Thank you for visiting my website, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports. Our primary advisor Bob Lane has performed in many financial disciplines in his 30 year career in financial services. He is able to leverage this experience to really create an overall financial problem solving resource for your needs.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

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This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

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It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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It's easy to confuse Medicare and Medicaid, but there are important differences between the programs.

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As the race among large tech companies to monetize AI hits full throttle, it's worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.

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Knowing your likely life expectancy is an important factor in making long-term financial plans.

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

How much would your monthly lease payment be?

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

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