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Disasters, Difficulties, Diversions – Do Your Dollars Differently
Fires and floods have thrown up literal detours for navigating our valley over the past several summers. In the same way, health conditions, career shifts, family dynamics, economic uncertainty, political
Continue readingYour Finances – Strengthen, Stretch & Build Stamina
We live in a valley that values physical, mental and spiritual health. We are fortunate to have access to a multitude of outdoor activities, a wealth of intellectual stimulation and an abundance of educational
Continue readingWhy? Financial Curiosity Opens Doors
My granddaughter Zaylee is almost three and talking up a storm. “Why?” tumbles out of her mouth like water flowing over rocks – continuously! Experiencing that deep quest for understanding the
Continue readingVintage Financial Wisdom – Perennial Applications
“Too many people spend money they haven’t earned, to buy things they don’t want, to impress people that they don’t like.” Will Rogers “Annual income twenty pounds, annual expenditure
Continue readingWhen Should You Invest?
An investment is utilizing your human or financial capital in anticipation that will pay off beneficially in the future for yourself and for others. We invest in education to increase opportunities for
Continue readingSpring Cleaning
It’s time to start putting the winter toys away which makes it a great time to freshen up your finances! Clear out the Clutter. I recently helped my dad clean out his office. He still had the
Continue readingSpring Into A Healthier, Happier Financial Life
Unlike the great recession of 2008, the COVID economic winter of 2020 was not caused by internal financial imbalances and systemic failure, but by external circumstances. Both “Lifequakes”
Continue readingYour Real Estate And Your Retirement Plan
According to the Aspen Board of Realtors, for single family homes in the Glenwood area the end of September saw new listings and sale prices up compared to 2019, while the number of sales and inventory
Continue readingTurning Retirement “Savings” Upside Down
You have spent years learning about how to “save” for retirement. Save first, spend later. Dollar Cost Averaging. Asset allocation and rebalancing. In the United States, you have put money into
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