Category Archives for Blog Post
Mirror, Mirror on the Wall… What Does My Future Financial Self Foretell?
Recently, I used an app to try on new glasses. Unlike other apps that add animal ears or turn me into a Disney princess, this one gave me a surprisingly realistic glimpse of what I might look like with
Continue readingMaking Money Meaningful: How To Give, Spend, Save & Invest In Uncertain Times
Let’s be honest—life feels financially uncertain right now. Prices are high, interest rates are elevated, and the headlines can leave us feeling anxious or overwhelmed. But uncertainty doesn’t have
Continue readingNavigating Turbulent Times: Mindful Financial Decisions For A Resilient Future
As we navigate the complex landscape of modern finance, it’s clear that the traditional rules no longer apply. The intersection of polarizing politics, volatile economic seasons, and reflection on
Continue readingPillow Menu? A Reality And Perspective Check
I have a friend who is an Assistant Manager at a high-end hotel in the Aspen area. Recently, she received this e-mail from a potential guest inquiring as to the availability of a suite and wanted to
Continue readingTransform Your RMD Into A Legacy: A 2025 Guide To Tax-Savvy Charitable Giving
As we embark on a new year, it’s time to take a fresh look at your financial strategies, particularly when it comes to your retirement accounts and charitable giving. You can leverage your Required
Continue readingTip Or Tribute? Gratuity Or Gratitude? How Cultures Vary & Why It Matters
My daughter and I recently visited Vietnam. I looked in to customs on tipping as it is so deeply ingrained in the service industry here in the U.S. and I was curious as to what to anticipate. What
Continue readingGiving: A Guide To Year-End Charitable Planning
As the year draws to a close, many people think about pouring your blessings and making a difference through charitable contributions. End-of-year charitable planning is a wonderful opportunity not only
Continue readingBeyond the Noise: Crafting Your Financial Future With Purpose And Vision
I hear this in financial conversations: “We are holding off on making a decision until after the election”; or “let’s see what happens with interest rates”; even “I think the market is set
Continue readingA Financial Plan Won’t Work… Unless….
I recently found out that the wife of a family that I did a one-time financial plan for about eight years ago was diagnosed with early onset Alzheimer’s. That was not part of their long-term plan! Planning
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