Money

Book Review: The One Page Financial Plan: A Simple Way to be Smart About Your Money, Carl Richards (Penguin 2015)

Running joke: If it’s a one-page financial plan, then why isn’t the book only one page? I first read Carl Richards’ novelty of a book, The One-Page Financial Plan,  when it was published in 2015. But I only recently grabbed it off the shelf to re-read and figure out ways to apply it in our […]

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Book Review: The Deficit Myth, Modern Monetary Theory and the Birth of the People’s Economy, Stephanie Kelton (Public Affairs, 2020)

“Trillions of dollars of debt! This is what Republicans stand for?” Kentucky Senator Rand Paul, reacting to his own party’s proposed stimulus legislation in July. “Now is not the time to worry about shrinking the deficit.” Treasury Secretary Steven Mnuchin, on September 15 2020. “If you elect me, your taxes are going to be raised.”

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Dreaming of a Mountain Retirement

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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Is Cryptocurrency the Future of Real Estate?

A couple of forward-thinking real estate professionals in Boulder are prognosticating that the blockchain technology and Bitcoin – the most popular form of digital currency – will revolutionize real estate transactions, the Boulder Daily Camera reports. And they may be right. At least in part. Jim Merrion, a Boulder realtor, claims to have promoted Colorado’s

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Remembering 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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Charity Begins at Home, But Where Does it Go From There?

Are you or your clients struggling with a way to make philanthropy a more meaningful part of your wealth management? Hear from professional advisors on practical steps you can take to integrate giving into your financial lifestyle and family financial plans.

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Welcome to Mountain Money Blog

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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