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

Golden Wealth Solutions, Inc

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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.

10/29/2026

Determining an estate’s value is a key first step in estate management and settlement. Learn how to value your estate.

https://www.goldenwealthsolutions.com/resource-center/estate/four-steps-to-valuing-an-estate

10/22/2026

Your estate strategy should be reviewed periodically and updated as life circumstances or tax laws change. Read more about when to revisit your plan.

https://www.goldenwealthsolutions.com/resource-center/estate/how-often-should-you-update-your-estate-strategy

10/15/2026

Blended families can bring unique estate planning challenges. Learn about 3 common challenges and how planning can help protect your wishes.

https://www.goldenwealthsolutions.com/resource-center/estate/3-estate-challenges-for-blended-families

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.

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.

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.

09/10/2026

Inherited an IRA? Don't withdraw it before understanding the rules.

https://www.goldenwealthsolutions.com/blog/inherited-an-ira-what-beneficiaries-need-to-know

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.

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.

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

Website

http://www.goldenwealthsolutions.com/

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