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A couple’s seven-step guide to reducing financial stress
A leading cause for divorce is disagreements concerning financial matters. When a couple has different financial backgrounds and different opinions on spending, saving and investing, financial stress can occur. Here […]
Three brothers and a cousin
There are many compelling investment ideas: It might be international stocks, a Dow Jones index, commodities, real estate, utility companies or tech stocks. No matter the investment, chances are there […]
The hot new thing in wealth planning
The recent IPO by Facebook founders led to their creation of grantor trusts to avoid paying taxes of at least $200 million. It underlined new uses of a technique that […]
Seven essential financial questions: No. 4
(Editor’s note: This is the fourth of a seven-part series.) I have created a basic financial planning process using Seven Essential Questions as the foundation. Why only seven? The answer is […]
Colorado Companies to Watch spotlight: Moutain West Insurance
www.mtnwst.com Snapshot: Mountain West Insurance & Financial Services is an independent insurance agency with five offices in Western Colorado. The firm sells and services insurance and financial-services products. Leadership: Darrell […]
Seven essential financial questions: No. 3
(Editor’s note: This is the third of a seven-part series.) I have created a basic financial planning process using Seven Essential Questions as the foundation. Why only seven? The answer […]
Understanding buy-sell agreements
What happens to your business if you or one of your partners suddenly dies or is disabled? What are your plans for the business when you retire? Or what if […]
Make the most of the new gift and estate tax law
Gifting assets to loved ones while you are alive can prove deeply satisfying, especially if those assets are used to pay for meaningful financial objec¬tives like starting a business, purchasing […]
Putting stock in Facebook
When Facebook went public in the largest IPO in U.S. history (as measured by market value), it provided some much-needed excitement for stocks and investing. Aside from the hoopla, there are some […]
Debt and delusions
I thought my student loan debt wouldn’t amount to a stack of nickels (being just a fraction of my anticipated post-collegiate earnings). And if the great job didn’t materialize, I […]
Financial plans for a lifetime
For many people, financial planning consists of determining if the amount they have or will have saved by the time they retire, will provide adequate funding to live the retirement they desire. We take a broader view of comprehensive financial planning. Using the Bodie Merton Samuelson theory of...
The fine art of fine art management
Collectors can spend much of their lives amassing items that not only bring personal enjoyment, but may increase significantly in value over time. Whether it's fine artwork, collectibles, memorabilia or rare objects, these are items that need to be regarded as important personal assets. Much like...
