As a holistic advisor, Linda Gardner focuses on discovering what keeps you awake at night. What are your needs, goals, and hopes for retirement? Then she searches for the best solutions and helps you evaluate them. Together you’ll create a plan that’s uniquely yours and provides you with a sleep-at-night portfolio. Holding a Series 65 securities license means that she has a fiduciary responsibility toward her clients – always keeping their best interest in mind.
Linda is a member of National Ethics Association, Women’s Estate Planning Council, MDRT, American Association for Long Term Care, and Ed Slott’s Master Elite IRA Advisor Group. Linda also holds a Colorado Life and Health Insurance license.
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Investment Advisory Services offered by Linda Gardner through Brookstone Capital Management, LLC, (BCM) a SEC Registered Investment Advisory Firm. Blue Heron Capital, LLC and BCM are independent of each other.
Things to Consider About Early Retirement
10 Tips to Empower Women
Every woman needs have her own Financial Plan – no matter whether she’s single, married, or in a committed relationship! Unfortunately, most women don’t have a written plan.
Planning for Higher Taxes
With the nation's debt climbing to unprecedented levels, higher taxes may be inevitable. Have you prepared your financial and retirement plans? Learn what you can do to safeguard your future. Joining us in this discussion is Financial Advisor Zach Roberts.
Mistakes People Make with Their Retirement Accounts
We always encourage saving as much as you can throughout your working years. The money you save today is what you’ll live on tomorrow. Listen to learn what we’ve seen retirees do without really thinking about how their retirement may be impacted.
Social Security Trivia 2024
If you love a good game of trivia, you’ll want to listen. We’ll explore 10 questions about Social Security that many Americans get wrong! You can test your knowledge, too!
Scams That Target Seniors
Fraud is rampant – especially against Seniors! Will you know the warning signs to protect yourself?
Important Birthdays Over 50
Birthdays – Love them or hate them.
Either way there are some that are really important!
Roth 401(k) and Roth IRA
Is there a difference between a Roth 401(k) and a Roth IRA? You bet there is! We’ll cover 6 ways they differ, as well as why you should take advantage of this option if it’s offered to you.
Silver Tsunami
Starting in 2024 more than 11,000 Americans will be turning 65 every day – and that’s expected to last through 2027 when the last of the youngest Baby Boomers reach that magic age! Some are calling it the Silver Tsunami while others call it the ‘Peak 65.’ So, if you’re one of those lucky individuals turning 65 what do you need to know about planning for your next stage?
4 Misunderstood Steps
We’ll explore 4 steps that are often misunderstood, but can help you create a more secure and confident retirement. Joining us in this discussion is Blue Heron Capital Financial Advisor Zach Roberts!