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I’ll continue my series of blogs covering the common mistakes surrounding transferring wealth with Mistake #5, Transferring Without Heart. If you have not already done so, I invite you to read Mistake #1, Mistake #2, Mistake #3, and Mistake #4. Mistake #5 – Transferring Without Heart I’ve seen it over and over, wealth owners frantically […]

Post by Myra Salzer I’ll continue my series of blog posts covering the common mistakes surrounding transferring wealth with Mistake #4, Treating Everybody The Same. If you have not already done so, I invite you to read Mistake #1, Mistake #2, and Mistake #3. Mistake #4 – Treating Everybody The Same I have yet to […]

Post by Myra Salzer. I’ll continue my series of blog posts covering the common mistakes surrounding transferring wealth with Mistake #3, “Never Saying No.” If you have not already done so, I invite you to read Mistake #1 and Mistake #2. Mistake #3 – Never saying “NO” As a parent with wealth, especially with teenage […]

Post by Myra Salzer. Since I’ve had a lot of enthusiasm by various groups interested in hearing me speak about the mistakes that I have often seen surrounding transferring wealth, it seemed appropriate to write about it in a series of blogs covering these common mistakes. I’ll continue with Mistake #2. You can find Mistake […]

Post by Myra Salzer Recently, I’ve had a lot of interest by various groups interested in hearing me speak about the mistakes I have seen in both giving and receiving gifts/wealth.  Since this is a topic of interest to many audiences, it seemed appropriate to write about it in a series of blogs covering common […]

Another year has passed, and with that, another successful day of volunteering in Colorado. We were fortunate to have a cool, overcast morning where we spent a few hours harvesting vegetables at Earth’s Table, a local garden in Boulder. Earth’s Table is a non-profit organization located in Boulder & Broomfield Counties, donating 100% of the […]