YOU Driven Results
Boulder Investment Group was established in 2008 and designed to be an independent investment advisory practice. Being “independent” means that the investment advice you receive comes with no strings attached or hidden agendas through obligations to a parent organization. At Boulder, we have access to an enormous selection of investments and the freedom to customize an investment portfolio that is designed to meet your needs. Because we’re independent, we have no requirement to use proprietary products. Our focus is squarely on you and the best investments available to achieve the results you desire.
Helpful Content
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Capital Gains Tax When Selling Your Home
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
Can I Create a Roth if I’m Over the Income Limit?
Use this article to start conversations about the “backdoor” Roth IRA strategy.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Monthly Memberships
A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
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How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
College Savings
See how much you may need to save now to cover future college costs for your child.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
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Emerging Market Opportunities
What are your options for investing in emerging markets?
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.