Skip to main content
menu
  • Home
  • About
    • Our Team
    • Our Process
    • Our Philosophy
    • Who We Serve
  • Our Services
    • Financial Planning
    • Retirement Planning
    • Investment Planning
    • Estate Planning
  • Resources
    • Articles
    • Financial Calculators
    • Useful Links
  • Contact

Articles

Thad Scholl | Apr 2, 2025

5 Critical Questions HNWIs Should Ask to Address Major Financial Concerns

Investments
Retirement
Tax Planning

What do you do when faced with a complex financial challenge?

Do you seek an immediate solution, or do you take the time to fully understand the issue before

Read More
Thad Scholl | Mar 20, 2025

5 Tax-Saving Strategies to Keep More of Your Money

Tax Planning
Retirement

Tax season doesn’t have to feel like an uphill battle. With the right strategies, you can minimize your tax bill and keep more of your hard-earned money where

Read More
Thad Scholl | Feb 20, 2025

How to Stay Invested in Volatile Markets Without Losing Sleep

Investments
Risk Management
Savings

Market volatility can feel like a rollercoaster. Thrilling on the way up, stomach-churning on the way down. Even seasoned investors get a little uneasy when the

Read More
Thad Scholl | Jan 20, 2025

7 Effective Tax Optimization Strategies for High-Net-Worth Individuals

Tax Planning
Investments
Retirement
Estate Planning
Real Estate

What does it take to minimize your tax bill, not just this year but in the years to come?

The answer varies for each individual. Tax optimization strategies

Read More
Thad Scholl | Jan 3, 2025

Planning for the Future: Essential Steps to Secure Your Retirement

Retirement
Savings

Is your retirement savings on track?

If you’re like most people, you may feel it’s not. In fact, concerns about running out of money in retirement are very

Read More
default blog image
Thad Scholl | Dec 2, 2024

5 Major Retirement Regrets (That Are NOT Inevitable & How to Avoid Them)

Retirement

When are you going to retire?

How did you make that decision?

Many of us look at finances and health when we’re deciding when to retire.

Whether or not we realize

Read More
Thad Scholl | Nov 2, 2024

5 Damaging Myths About Money Talks & the Facts Behind Them

Investments
Finance
Lifestyle
Savings
Family

What money topics are the most taboo to talk about?

Earnings, debt, inheritance, or net worth?

For most of us, many financial topics are simply off-limits.1

That

Read More
default blog image
Thad Scholl | Oct 2, 2024

How to Reprogram & Improve Your Money Mindset

Finance
Investments
Savings

What’s the first thing you think of when it comes to money?

Are your thoughts more positive or negative?

Whatever’s natural to you can speak to your money mindset

Read More
default blog image
Thad Scholl | Sep 19, 2024

7 Milestones At Age 50 & Above

Retirement

Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s journey. Some also mark important

Read More
default blog image
Thad Scholl | Jul 18, 2024

A Guide to Pensions & Retirement Benefits

Retirement
Investments
Tax Planning

How much do you really know about retirement benefits?

If you’re like most Americans, it’s not that much. In fact, most of us have fairly poor “retirement

Read More
Close-up image of an elderly hand being held by a younger-looking hand
Thad Scholl | Jul 1, 2024

Practical Tips: How to Avoid These 4 Estate Planning Missteps

Finance
Lifestyle
Estate Planning

First, let’s start by uncovering the most common mistake in estate planning…

Surprisingly, this frequently made mistake might already be on your doorstep. A

Read More
Digital art of a lawyer standing next to a large document and gavel.
Thad Scholl | Jun 19, 2024

Your Role & Responsibilities as an Agent in a Power of Attorney (POA)

Investments
Finance
Tax Planning
Insurance
Estate Planning
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors
Read More

Pagination

  • Current page 1
  • Page 2
  • Page 3
  • Page 4
  • Page 5
  • Page 6
  • Page 7
  • Page 8
  • Next page Next ›
  • Last page Last »
We are dedicated to providing risk management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted Safe Money Advisor.

Grand Junction, CO Office

Mailing Address: PO Box 1026 Grand Junction, CO  81502

Business Hours: 
Monday-Friday 9AM-4PM

Phone: 970-424-0771
Fax: 970-424-0771
Email: thad.scholl@safemoneyspecialists.net
              

 

  • About
  • Privacy Policy
  • Contact

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

We may recommend the purchase of specific insurance products.  These Products are recommendations and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

© 2025 Safe Money Specialists Inc. All rights reserved.