Swan Wealth Management-Dave Ramsey Smartvestor

Swan Wealth Management-Dave Ramsey Smartvestor Swan Wealth Management is an Independent, Conflict-Free and Unbiased Financial Planning Firm. Our www.swanwealthmanagement.com/Second-Opinion.11.htm

I offer a complimentary hour-long second opinion analysis to see if I can help. This comes with no obligation and you can learn more about it on my website below.

As we approach the second half of the year, I wanted to reach out with a quick reminder: Late summer into early fall can...
09/07/2026

As we approach the second half of the year, I wanted to reach out with a quick reminder: Late summer into early fall can be one of the most strategic times to review your company’s employee benefits offering. Swipe for a few key areas to think about reviewing as we step into the second half of the year.

Taking a proactive approach now can help you avoid last-minute decisions when it comes time to construct next year’s benefits package and ensure that your benefits strategy aligns with both organizational goals and employee needs.

That said, if you’d like to revisit your current plan or explore adjustments ahead of enrollment season, feel free to reach out to the team. We’d be happy to get time on the calendar.

We wish each of you a wonderful Labor Day! During this annual celebration of hard work, may you enjoy a well-deserved, r...
09/06/2026

We wish each of you a wonderful Labor Day! During this annual celebration of hard work, may you enjoy a well-deserved, restful break.

Please note that our office will be closed on Monday, September 7th, in observance of the holiday, and will reopen on Tuesday, September 8th.

September is National Preparedness Month. While many of us may think of emergency kits and storm plans, it’s just as imp...
09/04/2026

September is National Preparedness Month. While many of us may think of emergency kits and storm plans, it’s just as important to prepare financially for life’s unexpected moments.

When it comes to retirement planning, being prepared means building a strategy that can help weather challenges. Swipe to learn more.

If you would like to review your current retirement plan or discuss strategies for preparing for the unexpected, contact me today.

September is home to some truly remarkable moments in history. From breakthroughs in medicine to the furthest reaches of...
09/02/2026

September is home to some truly remarkable moments in history. From breakthroughs in medicine to the furthest reaches of space, these are the kinds of milestones that remind us of what becomes possible when human ingenuity, courage, and determination come together.

Here are three we are celebrating this month:

🫀 September 2, 1952 - At the University of Minnesota, the University of Minnesota surgical team (Drs. F. John Lewis, C. Walton Lillehei, Mansur Taufic, and Richard Varco) performed the first successful open-heart surgery using a technique called hypothermia, often called “code chill” or “code cool,” to temporarily stop the heart's blood flow.

🚀 September 5, 1977 - NASA launched the Voyager 1 spacecraft, which has since become the most distant human-made object ever to travel through space. Onboard is the Golden Record, a carefully assembled message from Earth intended for any extraterrestrial life that may find it.

🏗️ September 30, 1935 - In the middle of the Great Depression, construction on the Hoover Dam commenced, a monumental feat of engineering that was finished two years ahead of schedule.
These moments continue to inspire us to think bigger, reach further, and never underestimate what is possible.

Which of these September milestones resonates with you the most? Drop a comment and let us know!

The term "K-shaped economy" has been appearing more frequently in financial news lately, leaving many people wondering w...
08/31/2026

The term "K-shaped economy" has been appearing more frequently in financial news lately, leaving many people wondering what it actually means and why it matters to investors. Swipe through for an overview of what a K-shaped economy is and what it could mean for your financial outlook.

While economic conditions will continue to evolve, maintaining a disciplined, long-term approach remains one of the most important principles of investing. If you have questions or would like to review your financial plan, please contact us. We are always here to help.

We’re here to keep you jumping for joy about your financial strategy. Whether you have questions about your portfolio, w...
08/28/2026

We’re here to keep you jumping for joy about your financial strategy.

Whether you have questions about your portfolio, want to talk through a strategy adjustment, or just need some reassurance that you're on track, don’t hesitate to reach out. Our team is here to support you.

Give us a call today, and we can find a time to connect.

As summer slowly gives way to fall, we are reminded that change can feel a little easier when we are surrounded by stron...
08/26/2026

As summer slowly gives way to fall, we are reminded that change can feel a little easier when we are surrounded by strong friendships. This month, we are sharing a story about five friends whose bond has proven that no matter how much life changes, some connections only grow stronger with time.

Since 1982, John Wardlaw, Mark Rumer-Cleary, Dallas Burney, John Molony, and JD Dickson have been returning to the same cabin on Copco Lake in California to recreate the same photo. The same five friends, the same spot, every five years.

What started as a spontaneous snapshot taken when they were 19 has become a four-decade tradition that neither distance nor time has been able to interrupt. This story serves as a beautiful reminder that strong friendships are built around showing up for one another, year after year, no matter what life brings.

Read the full story here:
https://www.goodnewsnetwork.org/5-friends-take-same-photo-for-over-4-decades/

August is the season of back-to-school energy, and whether you have children heading to class or are simply looking ahea...
08/24/2026

August is the season of back-to-school energy, and whether you have children heading to class or are simply looking ahead, understanding how to plan and save for education costs is an important financial step. Swipe through this month's quiz to test your college savings knowledge and see where you stand!

If you have questions about education funding or want to talk through your financial planning options, give us a call. We are here to support your financial journey.

August has that funny way of keeping us guessing. One day, it can feel like peak summer, and you’re reaching for your go...
08/21/2026

August has that funny way of keeping us guessing. One day, it can feel like peak summer, and you’re reaching for your go-to iced drink. Next, a chill in the air makes you believe fall might be right around the corner, making a warm drink sound pretty perfect.

So we want to know, where do you stand as we head into the final stretch of summer?

🧊 Vote iced drink
☕ Vote warm drink

Drop your pick in the comments. We are curious to see which side takes the win this month!

August has a way of reminding us that change is already on its way. Summer is not quite over, but the days are already h...
08/19/2026

August has a way of reminding us that change is already on its way. Summer is not quite over, but the days are already hinting at something new — earlier sunsets, a slight cool in the morning, and a quiet sense that a fresh season is just around the corner.

It can be tempting to hold on to what is familiar and comfortable, but this month is a gentle nudge to look forward instead. This is the moment to channel something new: a goal, a habit, or a mindset shift that moves you toward the next chapter with intention.

As we move through August, what is one thing you are ready to build or step into? Feel free to share it in the comments. We would love to hear what you are looking forward to.

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7035 Campus Drive Suite 807
Colorado Springs, CO
80920

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Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm

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