Tag Archives for " family dynamics "
A 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
Continue readingHow Families Build Generational Wealth
Let’s start by saying wealth is not simply financial. Family wealth is a beautiful, colorful tapestry of values, stories, customs, and beliefs passed down through generations. The financial aspect
Continue readingGet In The Boat!
It is 97 degrees out today and a girlfriend and I are getting on the river. I am blessed to live in the Roaring Fork Valley of Colorado, with outdoor amenities at my fingertips. It is her first time
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