Tag Archives for " financial advisors "
Is A ROTH Conversion Right For You? – Four Considerations To Help You Decide
The decision to convert part or all your traditional IRA to a Roth IRA depends on several factors, including your current and future tax situation, legacy aspirations, financial circumstances and time
Continue readingGiving From Your Heart & Head
The season of gratefulness and generosity is upon us. Do you want to do your financial gift-giving with an intention for optimal impact? Motivations around giving are very personal. Your financial
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 readingGet Naked With Your Money – Wrinkles, Bulges And All!
Financial intimacy changes as we age and I want to do it with dignity and grace! In our early years, Mark and I became financially intimate through sharing our financial history. We combined (over
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
Continue reading