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 reading“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 readingMy family has a cabin in a small hamlet outside of Estes Park. For over 40 years, we have spent time gathering with friends and family, and exploring amidst the granite rocks, pristine lakes, and whispering
Continue readingDoes thinking about your financial life in retirement cause you angst? You may have plenty of it, or you may feel you are lacking. Yes, fundamental sustenance is paramount, above that – it is
Continue readingWe are on the cusp of spring. Daffodils and crocuses are pushing their way through the hard packed earth. While we are still experiencing an economic Fall, where inflation remains entrenched, markets
Continue readingYou have crossed over the proverbial finish line of retirement and you are doing it in the Roaring Fork Valley. You set your financial goals, and your advisor says you have the resources to sustain your
Continue readingDo you have an IRA or employer sponsored plan? The recent changes made under the SECURE Act will have an impact on you. The Senate voted on the Secure Act “Setting Every Community Up for Retirement
Continue readingWhat do icebergs have in common with your financial life? In this episode, Danielle Howard discusses how your financial life during your fall season is similar to an iceberg. As you will soon learn, the
Continue readingCreating a life by design, not by default, will help you to create your best decade. In this episode, Danielle Howard speaks with an organizational strategist and leadership coach Carolyn Buck Luce. Carolyn
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