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If you’re a frequent traveler, you know how useful points can be, whether you’re racking them up or spending them. It stands to reason that you’ve chosen your credit card based on the rewards program being offered; accumulated points can be worth thousands of dollars. But, can points be transferred to an heir or a […]

Don’t put off reading this article until later! As distractions become more frequent, psychologists are having to come up with new ways to help people fight procrastination. They are even turning to apps that are specifically developed to reinforce focus and weaken the desire to procrastinate. Is this really an issue? Yes. “The efforts come […]

Will you be traveling in the next month for the holidays? Are you already dreading the potential delays? The crowded airports? The anxious-looking passengers? The potential hours spent in the airport? While you can’t control the weather or your flight-mates, you can indulge in some stress-free activities that can be found at some of the […]

If you’re using a safe deposit box, chances are you’re using it to store valuable papers or small assets. Are you storing wills, trust documents, ethical wills, or unrecorded deeds? Valuable assets such as diamonds, jewelry, bullion, rare coins, trading cards, or gemstones? These are all valuables that are either irreplaceable or extremely high in […]

Recently, Krista Han, partner at Grant Thornton LLP, ran a piece in FEA Matters, a monthly digest published by Family Enterprise Advisor, showcasing the topic of Wealth Prejudice and featuring The Wealth Conservancy’s Myra Salzer. Myra’s guest spot on Let’s Talk Family Enterprise Podcast hosted by Ruth Steverlynck was released October 7, 2019, and is […]

Our team at TWC was fortunate to be able to spend one of the last days of summer volunteering in our local community. It’s become somewhat of a tradition for us to dedicate a day to volunteering our services to organizations that bring great resources and value to the community of Boulder and beyond. Again, […]