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“Engineer” your financial future

“Engineer” your financial future

We just returned from celebrating my nephew’s college graduation. We had three generations together for several days of festivities.  My sister and her husband beamed as their son walked to the platform to accept his diploma.  It was fun to listen to technical...

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Three S’s of True Wealth

Three S’s of True Wealth

    With physical fitness, there are three elements to valuable exercise.  Strengthen – build muscle tone; stretch – develop flexibility; and stamina –endurance for the long-haul. Here in the Roaring Fork Valley, we are savvy and attuned to staying fit and...

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The “F” Word

The “F” Word

   As a consumer of financial advice and products in a variety of forms, from savings to brokerage accounts; from mortgages to insurances, you should think that professionals in the field have your best interest in mind.  Unfortunately, the industry is rife with...

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Don’t Commoditize Happiness!

Don’t Commoditize Happiness!

As we embrace 2017, we have set goals, resolutions of intentions for change. The tradition of looking forward into the new year with resolve dates back to 153 B.C.  January is named after Janus, a god with two faces.  One looked forward and the other backward.  The...

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Embrace Your Inner Bag Lady

Embrace Your Inner Bag Lady

It doesn’t matter what her net worth is.  Even if she has a million dollars sitting in the bank, there is a disheveled old lady, pushing a cart of her belongings lurking in the shadows of her future mindset.  Women have a strong need for financial security and this...

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Wealth Transfer Versus Estate Planning

Wealth Transfer Versus Estate Planning

When you think of estate planning, what comes to mind?  Discussions or documents?  Attitudes or attorneys?  Discernment or death?  Conversations or control?  Timely  transitions or tax efficiencies?  If you start with the former, the later will be better utilized for...

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Who Do We Trust?

Who Do We Trust?

The financial industry is fraught with stories of non-assuming individuals being taken advantage of by wolves in sheep’s clothing. There are also numerous professionals doing incredible work to help individuals, families, businesses and organizations navigate their...

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The Paradox of Financial Freedom

The Paradox of Financial Freedom

As we drove from Arusha, Tanzania towards our safari in the Serengeti, I was struck by the number of partially built, concrete block structures that dotted the roadside. Some looked like homes, whereas others looked like the stalls of stores where people set up...

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What is Your Story?

What is Your Story?

We have all done it.  I am not immune and neither are you.   We have created stories about our financial lives that through iteration and embellishment, become realities.  Some of these narratives may be productive, but I warrant that many of them detain us from our...

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