Wealth Management Archives - Page 5 of 6 - Rightpath Investments & Financial Planning, Inc.

Preparing for Disaster and Preventing Financial Ruin: 5 Lessons from a Wildfire Victim

Financial Lifestyle, Financial Planning, Mountain Lifestyle, Risk Management / Steven Smith / June 25, 2012

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.

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Giving Back: Consider Real Estate for Charitable Giving

Non Profits/Foundations, Philanthropy, Wealth Management / Steven Smith / May 22, 2012

Occasionally, thinking outside the box is the best course in developing a charitable giving plan. Donors can use almost any kind of property to fund a charitable gift. It pays to conduct a thorough analysis of the various possibilities from tax, financial and legacy perspectives.

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Children and Philanthropy

Leave a Comment / Philanthropy, Wealth Management / Steven Smith / February 24, 2012

Denver Post columnist Bruce DeBoskey continues to nail it in his On Philanthropy column. This week’s column, on the subject of engaging children in philantropy, is chock full of ideas and resources for getting kids away from their computer screens and out there making a contribution. Involving children (and grandchildren) in philanthropy is a great way for

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Tax Update: The Certainty of Uncertainty

Investment Management, Money, Small Business, Tax Planning, Wealth Management / Steven Smith / January 25, 2012

The tax “fix” at the end of 2010 left us with a jumble of extensions, expirations, and new rules for 2012. We summarize some of the biggest changes and issues to watch for while planning your 2012 taxes.

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Expanding Your Horizons: Examining the Role of Global Bonds

Leave a Comment / Bonds, Investment Management / Steven Smith / January 25, 2012

Historically low interest rates have tempted some fixed income investors to wander off course into exotic and untested new strategies. But there is a prudent way to expand your investment horizons into global bonds.

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Book Review: Saving the Family Cottage

Financial Planning, Life Transitions, Mountain Lifestyle, Wealth Management / Steven Smith / October 27, 2011

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.

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Less Active is More Productive When Vanguard Gets More Passive

Leave a Comment / Investment Management, Wealth Management / Steven Smith / October 18, 2011

The Vanguard Group announces it is abandoning active management in favor of an all passive approach in two of its most popular strategies.

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Remembering Philanthropy

Leave a Comment / Life Transitions, Money, Philanthropy / Steven Smith / September 22, 2011

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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The Debt Crisis, Volatility and Long-Term Investors

Leave a Comment / Investment Management / Steven Smith / September 19, 2011

Now that some of the dust is starting to settle from the debt ceiling crisis, it’s a good time for long-term investors to take stock of lessons learned. The lessons are not new ones: having realistic principles to guide your portfolio is still the best hedge against volatility and chaos. And, in the broad scheme of things, it helps to keep your investments in perspective.

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

Leave a Comment / Financial Lifestyle, Money, Non Profits/Foundations, Small Business / Steven Smith / September 10, 2010

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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