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True Financial Freedom
Winding down our celebratory weekend of freedom, let’s not be remiss to consider the essence of true financial freedom and its’ deceptive twin. We can easily fall prey to the false notion that “the
Continue readingAre you an Unintentional Philanthropist?
We are a generous country. We give for a multitude of reasons to a myriad of causes. According to the recent Giving USA annual report, total charitable giving increased by 4.4% to $335.17 billion in
Continue readingLegacy Planning
It is anticipated that we will see more than 20 trillion dollars transferred from the Depression-era generation to their Baby-Boomer children and millennial grandchildren. This wealth was built on the
Continue readingDo You Go With The Flow?
The rivers are rising with spring runoff. I’m excited for boating season to start. Our family has been on the river in various incarnations of plastic tubing since my childhood. We purchased inflatable
Continue readingA Mother’s Day Moment
The hummingbirds have arrived! Spring is announcing itself in many ways here in the valley and I always look forward to the trill of the tiny bird’s wings. They also announce the arrival of Mother’s
Continue readingLets Get Emotional
We have all been working on taxes. We get everything into nicely ordered piles and fill out the organizer our accountants send us. It looks so neat on paper – the dollars and cents laid out on
Continue readingShifting Tax Pain Into Tax Gain
We have had over a year to adjust to the tax changes that took effect on January 1, 2013. Most of us have filed out 2013 returns and felt a bit of the pain of those changes. Did you experience the
Continue readingReading your Money Scripts
Our twenty-one year old daughter returned to the Roaring Fork Valley after completing her studies in Australia and sojourn around Europe. We got to see her briefly as she made her way back over to the
Continue readingMoney Harmony for couples
Love is in the air. Chocolate, flowers or a candle lit dinner are historically the expression of choice, but what about the idea of creating financial harmony as an expression of true commitment that
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