Category Archives for Blog Post
Financial Responsibilities – Redefined For Retirement
I am the first-born child – you know the “responsible one”. Part birth order, part DNA, it has guided me through life and obviously had an impact on my career path. When it comes
Continue readingLadies – Your Grey Matters!
I am finding new grey hairs every day and I admit, I am trying to tame them with a bit of color. As I embrace this season of life, I am looking at the grey differently and want to encourage you to do
Continue readingThree Ways To Tune In A Better Financial Frequency
As I got out of my car, the ringing of the Salvation Army bell evoked a warm smile and I open my purse. On my way to the office, an ambulance’s siren caught my attention and I pulled over to the side.
Continue readingThe Talk – Four Financial Conversation Tips For Aging Parents
In October, we celebrated my dad’s 90th birthday. My mom will turn 85 in mid January. In June of 2022, they downsized and moved to an independent, continuum of care facility. My dad has started
Continue readingWhen Financial Goals Aren’t Enough!
Historically, your financial advisers job to help you reach your financial goals. You want to retire, travel, or buy that vacation home? Set your goal and we will tell you how to get there. This approach
Continue readingHelp Spread SDT In Retirement
Are you consumed with guilt, shame or resentment that you don’t fit the mold that the media, and our culture has created around your vesper years? FOMO (fear of missing out) is running rampant, and financial
Continue reading1st Responders
Summer of 2018 has been punctuated by natural catastrophes. Fires, volcanoes, and hurricanes have held the headlines. In our Colorado valley, we were profoundly impacted by the Lake Christine Fire. We
Continue readingLadies – 3 Ideas To Give More And Keep More!
Women are natural givers – sometimes to our detriment. We need to understand safe boundaries (how to help, not hurt) around sharing what we have. We also want to be wise in utilizing our financial resources
Continue readingDon’t Let Your Retirement Capsize!
You worked hard to accumulate and plan for retirement. As you head into the fall or distribution season of life, do it with the same finesse. You need to discern which income streams to access, when
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