Treasure Hunting With Dad

Treasure Hunting With Dad

Thanksgiving was spent down in Denver with my family. With the longer weekend, I had asked my parents if I could spend some time helping get some things around their house tidied up or organized.  Mom quickly orchestrated the list, including a closet and cabinet...
Guilt To  Engagement

Guilt To Engagement

          Getting Rid of the Financial “S Word” We all know the basics of financial health, no matter what your level of wealth is. We SHOULD save for the future. We SHOULD spend less than we bring in. We SHOULD enjoy life within safe financial boundaries. We SHOULD...
Cultivating Cash Catharsis

Cultivating Cash Catharsis

  With the recent Equifax fiasco, we reached out to clients, providing a link and instructions to check to see if they had been compromised and next steps.  That event, along with the natural disasters affecting so many, has me focusing on organizing and protecting...
Clarity and Caution Around Capacity

Clarity and Caution Around Capacity

Many people work hard to make sure there are ample assets to provide for the go-go, slow-go and no-go season of life.  Have you ever considered how the mental capacity to manage those resources will change as you age? A study done in January of 2017 by the Center for...
Answers To Your Questions

Answers To Your Questions

  People call the office – “I just have a quick question”.  At a party, someone will approach me, cocktail in hand and ask something like:  “The domestic equities market has a high P/E ratios, are we headed for a downturn?”  Or, “I’m about to retire, how should I...