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When Goals get Interrupted by Values
Twenty years ago, our plan was to get the kids through college then retire in Hawaii. We crunched the numbers, calculated what we needed to accomplish our financial goals, and set to task. Ah, retire!
Continue readingNo Asset is an Island
Economic wealth consists of four different components. Each will have relative weights as you address risk, volatility and impact on your family as you move through your financial life. Human capital is
Continue readingIt’s Time to Spend!
From the time our feet hit the floor in the morning, soap up in the shower, get dressed, and grab breakfast, we are making financial choices. We have the freedom to choose how money comes into our lives,
Continue readingLeave Nothing Unsaid
A gentleman came to me some time back for financial advice. He had recently been diagnosed with cancer. He told me his prognosis was good, and that he would probably die of old age, but it was the impetus
Continue readingFinancial Forgiveness
The biological father of my oldest daughter was killed in a motorcycle accident when she was seven. He had momentarily been in her life, and she had no memory of him, yet the emotional impact was multifaceted
Continue readingFeeling Risky? Considerations For Asset Allocation
The Roaring Fork Valley attracts risk takers with our range of type “A” personalities, outdoor enthusiasts and business entrepreneurs. In my early days here, I excitedly jumped over the edge of Walsh’s
Continue readingWhat is your NIIT?
United States judge and judicial philosopher, Billings Learned Hand expressed the tax principal that “Anyone may arrange his affairs so that his taxes shall be as low as possible; he is not bound to
Continue readingSudden Wealth
We have all dreamed about it. What would I do if I won the lottery? Mr. George and his family in Rifle get to answer that question in a big way. For the rest of us, we may be the recipients of other financial
Continue readingDon’t Disinherit Your Loved Ones
We are all terminal. While we know that death is a part of life, many times it catches us off guard. Even when it has been embraced and prepared for, the emotional gamut runs wide and deep. From the financial
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