Blog

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...

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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...

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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...

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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...

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Financially Flourishing

Financially Flourishing

Summer is upon us and we watch mother nature flourish before our eyes. I love getting outside each day, feeling the warmth of sunshine, and admire the beauty that surrounds us here in the Roaring Fork Valley.    I truly believe it is in our nature to want to thrive...

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Assets and Liabilities – Your Life Balance Sheet

Assets and Liabilities – Your Life Balance Sheet

Your financial assets less your liabilities equals your net worth. Your net worth is not your self-worth, but you can create wealth in both areas! A broad definition of an asset is as anything that is, or could be, serving you and is expected to appreciate over time....

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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 healthy. ...

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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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