Blog

This summer, The Wealth Conservancy was fortunate to spend time offering our help and support to the City of Boulder’s Open Space and Mountain Parks Department (OSMP). We spent the day volunteering as a team in our local community, taking part in a project that will bring greater trail connectivity to access opportunities for public […]

The world of apps and technology is ever growing… and at times can seem overwhelming. But with that also come many resources and information made more readily available to us. Case in point, Zirtue is an app that inheritors and wealth holders can use to track personal loans. It helps people navigate the details of […]

Wealth is often viewed as a symbol of success and achievement, bringing with it a multitude of opportunities and privileges. However, it also presents its fair share of challenges that can impact individuals, families, and society as a whole. While the abundance of resources can lead to improved living standards and financial security, it can […]

Financial issues, be they from disagreements over money, financial stress, differing priorities, or other financial problems, have been recognized as a common factor contributing to divorce. In our statistically invalid observations among clients of The Wealth Conservancy, it does seem as though clients who have co-mingled funds have fewer conflicts when they have financial agreements […]

The Wall Street Journal had an article in its July 26, 2023, edition titled, ‘Splitting a Home with Family or Friends?  Get a Lawyer.” It doesn’t take much of an imagination to guess what the article was about. Of course, if you buy a vacation home with friends or inherit one with your siblings, you’re […]

Post by Myra Salzer I recently bought a second electric car (we’ve owned a Tesla Model Y named “Hendrix” for a few years). My reason for buying a car was because my old Audi of 20 years made me nervous.  In the last six months, it had to be towed twice and parts were getting […]