Golden Wealth Solutions, Inc

Golden Wealth Solutions, Inc Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Golden Wealth Solutions, Inc, Financial planner, 430 Indiana Street, Suite 100, Golden, CO.

Established in 1987, founded in trust and built on your core values and beliefs – our mission is to help you achieve your financial goals and secure your future – simply put, our mission is your mission.

Does Colorado have an estate or inheritance tax? 🤔Good news: Colorado currently has no state estate tax and no inheritan...
10/08/2026

Does Colorado have an estate or inheritance tax? 🤔

Good news: Colorado currently has no state estate tax and no inheritance tax.

But that doesn’t mean every estate is free from taxes. Federal estate tax rules may still apply depending on the size of the estate.

If you’re planning your estate—or expecting an inheritance—it’s worth understanding the rules before making major financial decisions.

09/29/2026

Inherited an IRA? Don’t rush to withdraw it.

The tax and distribution rules can depend on who you inherited it from and the type of account.

Before asking, “How fast can I get the money?” ask:

“What’s the smartest way to handle this with my taxes and financial plan?”

Understand your options before making a big withdrawal.

Inherited money? Should you pay off your mortgage? Maybe. But don't assume it's automatically the best move.Consider you...
09/24/2026

Inherited money? Should you pay off your mortgage? Maybe. But don't assume it's automatically the best move.

Consider your:

✅ Mortgage rate

✅ Retirement timeline

✅ Cash reserves

✅ Investment options

✅ Overall financial goals

The right answer depends on your bigger financial picture.

Inherited money? Don't rush to spend it. Before paying off your mortgage, investing it, or making a big purchase:✅ Under...
09/17/2026

Inherited money? Don't rush to spend it. Before paying off your mortgage, investing it, or making a big purchase:

✅ Understand what you inherited

✅ Consider the tax implications

✅ Think about how it fits into your financial plan

An inheritance is a big financial decision. Give yourself time to make the right one.

Mid-Year Financial Check-In: Tip #5 ✅ Re-Evaluate Your Financial Goals Do your financial goals still make sense for th...
09/03/2026

Mid-Year Financial Check-In: Tip #5 ✅ Re-Evaluate Your Financial Goals

Do your financial goals still make sense for the rest of the year? A lot can happen throughout the year, and you may have had some changes that warrant a second look.

Mid-Year Financial Check-In: Tip #4 ✅ Put Up Digital WallsCyber crimes are increasing in number. Time to make sure you...
08/27/2026

Mid-Year Financial Check-In: Tip #4 ✅ Put Up Digital Walls

Cyber crimes are increasing in number. Time to make sure you've updated your passwords, that you're using encryption, and not sharing sensitive date over public Wi-Fi networks.

Mid-Year Financial Check-In: Tip #3 ✅ Fund Your Emergency Fund Credit cards can be helpful tools, but they shouldn’t r...
08/20/2026

Mid-Year Financial Check-In: Tip #3 ✅ Fund Your Emergency Fund

Credit cards can be helpful tools, but they shouldn’t replace having cash available for unexpected expenses. Make sure your emergency fund is ready to help cover life’s surprises — from home repairs to auto expenses — so you can stay financially prepared.

Mid-Year Financial Check-In: Tip #2 ✅ Review Your Credit ScoreYour credit score is an important part of your overall fi...
08/18/2026

Mid-Year Financial Check-In: Tip #2 ✅ Review Your Credit Score

Your credit score is an important part of your overall financial picture. Take a few minutes to review your score and credit report for any red flags, such as missed payments, unfamiliar accounts, or signs of potential identity theft.

08/13/2026

🏡 Getting ready to buy a home in Colorado?

Here’s the mistake we see people make: focusing on the down payment and forgetting about the rest of the financial picture.

Before you make an offer, make sure your finances can handle the full cost of homeownership. 💰

Address

430 Indiana Street, Suite 100
Golden, CO
80401

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

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