Carl M. Fellhauer
Trusted Financial Advisors is not affiliated with Cetera Advisors LLC
Trusted Financial Advisors
1525 N. Newport Road
Colorado Springs,
CO
80916
Phone:
- (719) 477-1755
Newsletters
-
After the Loss of a Loved One, Watch Out for Scams
Scammers often prey on those who are most vulnerable. This article outlines common scams that target people who have lost a loved one.
-
Just Your Average Millionaire
The average net worth of U.S. families surpassed $1 million for the first time in 2022, but wealth levels vary greatly by age, housing status, education, and income.
-
SECURE 2.0 Makes It Easier to Give and Receive
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
-
Saving for College: 529 Plan vs. Roth IRA
529 plans and Roth IRAs can both be used to save for college. This article compares the features of these two saving options.
Calculators
-
Credit Card Debt
How Long Will It Take to Pay my Balance?
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?