Category Archives for "Life Transitions"

Oct 10

Dreaming of a Mountain Retirement

By Steven Smith | Financial Lifestyle , Life Transitions , Mountain Lifestyle , Peak Thoughts , Retirement , Wealth Management

Do the mountains call you for your dream retirement? Many people, including most of my clients, aspire to retire to the active lifestyle, fresh air and natural beauty of the Colorado mountains. What will it take to achieve that dream?  Here are some considerations for planning your mountain retirement: Follow Your Dream        […]

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Jul 06

Summit Foundation Educational Workshop: “Saving the Family Cottage”

By Steven Smith | Financial Lifestyle , Life Transitions , Mountain Lifestyle , Non Profits/Foundations , Wealth Management

The Summit Foundation’s fourth annual educational workshop will be held Friday, July 13th at Beaver Run Resort & Conference Center, 9:00–11:00 am. This year, we have the honor of hosting Cottage Law attorney and author David Fry, Esq., who will present “Saving the Family Cottage.” Join us for an information-packed session where you will learn ways to preserve the family vacation home for future generations and minimize the expense and agony along the way.

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Sep 22

Remembering Philanthropy

By Steven Smith | Life Transitions , Money , Philanthropy

We all have something to give — time, money, ideas or things that we can send out into the world — to make it a better place. The recession and agonizingly slow recover, however, have pushed most of us to ignore or slow down on various forms of giving. Don’t let your philanthropic intents slide; instead, great or small, make them a robust part of your financial planning and you will reap the rewards even during difficult times.

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