Josh Dellinger, Financial Planner

Josh Dellinger, Financial Planner I provide total financial needs analysis through a network of experienced professionals with experti

I offer total financial needs analysis through a network of experienced professionals with expertise in:
• Advisory services
• Retirement analysis and programs
• Estate strategies
• Employee benefit and retention services
• Business continuation strategies
• Trust services


Securities and investment advisory services offered through Osaic Wealth Inc member FINRA/SIPC. Osaic Wealth is separate

ly owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Please visit my website for important disclosures www.OptimizeWealthStrategies.com

Extended-care insurance is one of the most complex types of insurance you may consider. Learn more.
05/29/2026

Extended-care insurance is one of the most complex types of insurance you may consider. Learn more.

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.

Concerned about identity theft? Some things to leave at home.
05/27/2026

Concerned about identity theft? Some things to leave at home.

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Extra payments on student loans can save you more than you might expect. See how accelerating your payoff affects your t...
05/25/2026

Extra payments on student loans can save you more than you might expect. See how accelerating your payoff affects your timeline and total interest paid.

See how extra payments toward your student loans could shorten your payoff timeline.

Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sens...
05/22/2026

Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sense for your situation and timeline.

Compare the long-term financial outcomes of renting versus buying a home.

With great wealth comes even greater questions. Learn more in our article.
05/20/2026

With great wealth comes even greater questions. Learn more in our article.

Preserve your high net worth with these foundational tips.

Health-care coverage (including Medicare) typically does not cover extended medical care.
05/18/2026

Health-care coverage (including Medicare) typically does not cover extended medical care.

It's important to make sure your retirement strategy anticipates health-care expenses.

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the...
05/15/2026

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

What role would taxes play in your investment decisions? Find out in this message.
05/13/2026

What role would taxes play in your investment decisions? Find out in this message.

What role would taxes play in your investment decisions?

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitic...
05/12/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

Stocks fell in the first quarter amid concerns that artificial intelligence (AI) could disrupt certain industries and geopolitical issues that unsettled investors.

Do you know how much you’ll spend during your retirement? The answer may be more complicated than you’d expect. Learn mo...
05/11/2026

Do you know how much you’ll spend during your retirement? The answer may be more complicated than you’d expect. Learn more here.

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.

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Denver, CO
80237

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Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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+17209889875

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