Blog

There has been a lot of noise about the Affordable Care Act/“Obamacare” in the media in recent months, and since many of our clients carry personal health insurance (as opposed to obtaining insurance through an employer), it is a topic of much interest. After attending a continuing education session about Connect for Colorado and the […]

What is your net worth? How much do you have? Do you really know, or is it an educated guess? Understanding the specific details of your wealth does not have to be a daunting process. You can break it down into manageable chunks – just by spending 30 minutes a day. We recommend you outsource […]

Bluefish fulfills dreams you never knew you had.  It’s been profiled by more media giants than I have subscriptions, and offers “once-in-a-lifetime memories that are beyond imagination.”  So, what on earth is Bluefish? I recently watched Making Dreams Happen:  The Bluefish Story, an interview between Bluefish founder Steve Sims and Joe Polish, founder of Genius […]

In the wealth management industry, financial advisors love to point fingers at their clients, pointing out their mistakes, making themselves feel important in the process. In magazines and online, we often see lists of the “10 most common mistakes (fill in the blank) make when they (fill in the blank activity).” For example, the “10 […]

Meet Kellan. Kellan is a 25-year-old athlete and inheritor who loves sports and even played basketball at the collegiate level.  He does not like to sit still or watch from the stands – he likes to be in the middle of the action. Speaking of action, his favorite sport is racecar driving and he has […]

It’s finally here.  Hot off the presses – yet a long time coming – is James Grubman’s Strangers in Paradise: How Families Adapt to Wealth Across Generations. While many books on the topic feel preachy, with the author coming across as the omniscient authority who tells families what they should be doing to succeed, Grubman […]