A huge red flag when I’m talking to potential new clients is when they are upset at their current advisor about their returns. Especially when I hear things like, “I’ve been with this guy 2 whole years and haven’t made…
This month, I am going to rudely interrupt your sunny summer activities with a reminder that financial storms can always happen. However, to build emotional resilience against investment losses, it’s good to exercise your “I can ignore it and not…
It’s the time of year where summer plans are top of mind. Here are three reasonably affordable Colorado hot weather activities – whether you live here (as many of my readers do), or are drawn to the state for the…
A client math problem that I often work on goes something like this: Jeff and Mandy have a baby. Mandy just got a much deserved promotion with a fat raise and is eager to continue building on her career success. …
Thanks to alert reader and social media expert Catherine Tidd for bringing to my attention an article about unusual jobs. Many clients would do anything to retire tomorrow but can’t afford it. Maybe I need to have some handy alternative…
…and anyone else who may deserve a show of gratitude, need a pick-me-up, or merit a congratulations. First of all, I’d like to publicly thank my CPA, Elizabeth Moore of Ryan Gunsauls, O’Donnell, PC. Not only does she put up…
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