Blog

What’s Your Mantra?

Do you have a mantra(s)? Are you aware of what a mantra is? It’s a word or phrase, repeated over and over again, typically during mediation or when you’re feeling unlike yourself. The idea behind this practice is to calm your mind and create happiness. Mantras can be traced back to over a few thousand […]

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Real Property Values on the Rise – Do I Have Grounds for an Appeal?

Here in Boulder County, homeowners have been enjoying a rise in property values. The flip-side of the coin is apparent when Notice of Values (NOV) are mailed out, as they were beginning May 1st. You see, when property values rise, so do taxes. By how much is determined not just by your actual value, but […]

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Less Spending & More Simplicity

We advisors dread telling clients that they must decrease their spending or risk running out of money. How can that message be delivered magnanimously? And of course, the only way we wealth coaches can help is for our clients to be willing to let us analyze how they are spending their money currently, so we […]

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Are You A Worrier?

I admit it… I’m a worrywart!  The slightest thing can consume my mind and I just can’t let it go sometimes. What if my flight is canceled tomorrow? What if gold prices dive, or soar? These are things I have no control over, and yet they will keep me up at night and invade my […]

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How to Fight Scammers & Robocalls

As we touched upon last week, there are a number of ways to protect yourself against schemers. Here are a few tips on how to ward off phone fraudsters and keep your information secure: Hang up. If the number is not familiar, nor is the voice, just hang up or let the call go to […]

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Watch Out for Scammers & Robocalls

Enough with the fake news, let’s talk about fake phone calls. As technology advances, so do the schemes of scammers and con-artists – ugh. For decades, callers have received persistent, unrelenting calls from voices they do not recognize or companies they have never heard of. Now, scammers are using technology to sound authentic and trustworthy. […]

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