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Get In The Boat!

Get In The Boat!

  It is 97 degrees out today and a girlfriend and I are getting on the river.  I am blessed to live in the Roaring Fork Valley of Colorado, with outdoor amenities at my fingertips.  It is her first time on the river, and she is a bit apprehensive of getting into a...

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Can You Tell– Is It Real Or Fake?

Can You Tell– Is It Real Or Fake?

Remember the scene in When Harry Met Sally, as they sat in the diner?  Meg Ryan wants to prove her point that men cannot tell the difference between a woman’s real or a fake orgasm.  The clincher was when the lady at a nearby table makes the request “I’ll have what...

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Overcoming Three Retirement Hurdles

Overcoming Three Retirement Hurdles

Picture the 100 or 110 meter hurdle race.  That’s the one where you have to jump 10 hurdles to reach the finish line. You have retirement financial goals: pay off your mortgage, build your 401k, create a tax efficient income stream.  With the end in mind, how do you...

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Are You Dissing Your Dollars?

Are You Dissing Your Dollars?

Ladies – when you “dis” something – you mentally degrade or put it down.  This can hinder you from using your financial resources in retirement to fulfill your unique version of true wealth. In my 23+ years in the personal finance world, I have discovered it is so...

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Retirement FOMO – Five Ways To Avoid It

Retirement FOMO – Five Ways To Avoid It

       In your various social media feeds, you see your friends and acquaintances visiting family, traveling to exotic locals, eating tantalizing food, driving their new car, attending a coveted cultural event, enjoying their new retirement home.  It is human to...

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The 500+ Piece Social Security Puzzle

The 500+ Piece Social Security Puzzle

I love putting puzzles together. My daughter and I compete every year at Christmas to put together two 85 piece round ornaments. Over time, I have come up with a strategy that works pretty well, and while my eyesight isn’t what it used to be, I can still hold my own....

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Retirement – Get Ready To Bloom This Spring

Retirement – Get Ready To Bloom This Spring

This spring, I am prepping to grow hops to provide shade for my western exposed patio.  It is a lot of work to create the structure, prepare the soil and get ready to watch them climb! As I do this, I can’t help but feel that the same is true with our monetary lives....

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Finding The “Why” Behind Your Retirement Mindset

Finding The “Why” Behind Your Retirement Mindset

You have seen the bumper sticker “We are spending our kid’s inheritance” --or may even have it on your vehicle yourself. You have also heard the phrase “I am going to slide into the grave, write my last check and have it bounce.” While I appreciate the levity and an...

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Three Rules To Consider Breaking In Retirement

Three Rules To Consider Breaking In Retirement

I’m a bit of a rule breaker. I believe that the financial services industry has set people up for disappointment.  Specifically, I have an issue with the hype about building your “number” and the idea that happiness is all about having more as you move towards the...

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Ladies – Amplify Your Financial Voice in these Four Areas

Ladies – Amplify Your Financial Voice in these Four Areas

Women’s voices are being heard.  We see change happening all around us.  In addition to your verbal and written expression, how can you amplify your financial voice to be a part of the transformation being felt in our world today? We want to build on what is working...

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