By Steven Smith | Financial Lifestyle , Financial Planning , Life Transitions , Peak Thoughts , Retirement
I made the mistake of asking a client when she wanted to retire. This is a common inquiry to my clients. Yet unwittingly, I opened a fraught subject for this couple. She loved her job and wanted to work forever. He was ready to retire now and see the world. I learned a valuable lesson. […]
Continue readingBy Steven Smith | Financial Planning , Peak Thoughts , Tax Planning , Waypoints , Wealth Management
As of this writing the new tax bill hasn’t yet been signed by the President. But it already seems to have been sealed and delivered. So at the slight risk of being too fast out the gate, here is a summary of the vast new law which goes into effect on January 1, 2018 – […]
Continue readingBy Steven Smith | Financial News , Financial Planning , Political News , Tax Planning , Wealth Management
The “fiscal cliff” is staring us in the face. The best chance of averting the consequences of failure to reach agreement will be in January, after the new Congress is seated. In the meantime, it is good to understand the details and to also do some planning.
Continue readingBy Steven Smith | Financial Lifestyle , Financial Planning , Money , Mountain Lifestyle , Non Profits/Foundations , Philanthropy , Wealth Management
Occasionally I write articles for The Summit Foundation newsletter. This piece explores the genesis of the community foundation model and how The Summit Foundation exemplifies it in many respects.
Continue readingBy Steven Smith | Financial Lifestyle , Financial Planning , Mountain Lifestyle , Risk Management
As wildfires have raged across Colorado and other parts of the country in a shockingly early and devastating fire season, families and whole communities are reeling from the destruction. Whether you are a victim of such disasters, care for people directly affected, or simply want to be more prepared, guest blogger Beth Byerlein offers first-hand lessons to help every home-owner cope with loss and reduce its financial impact.
Continue readingBy Steven Smith | Financial Planning , Life Transitions , Mountain Lifestyle , Wealth Management
Saving the Family Cottage: A Guide to Succession Planning for Your Cottage, Cabin, Camp or Vacation Home (Stuart J. Hollander, Rose Hollander & David S. Fry, 3rd Edition, Nolo 2009) is a comprehensive treatment of the perils of failing to plan carefully for passing a vacation home to the next generation and beyond.
Continue readingBy Steven Smith | Financial Planning , Investment Management , Money
Here is my client note accompanying 3rd quarter 2009 portfolio reports, discussing the continued turnaround in the markets.
Continue readingBy Steven Smith | Financial Lifestyle , Financial Planning , Investment Management , Money , Mountain Lifestyle , Newsletters , Non Profits/Foundations , Small Business , Wealth Management
Money in the mountains—it’s a beautiful thing and it’s on my mind, especially when it’s managed well. Introducing my new blog, where you’ll find thoughts and tips on everything that impacts your financial lifestyle, business, or non-profit.
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