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March Madness has given way to the Final Four Tournament, with the NCAA basketball championship coming up this weekend (good luck to Florida, Connecticut, Wisconsin, and Kentucky!). Consistent with the theme is the arrival of the third annual Financial Four (www.financialfour.org), an interactive bracket of 32 concepts that helps consumers identify their financial priorities. The […]

Author:  Courtney Pullen Reviewer:  Myra Conclusion:  Worth reading! In the interest of full disclosure, I know and love this author, so my review cannot be totally objective. You may remember that Courtney Pullen was the subject of one of my periodic newsletters, the Periodic Ponderance, in an edition I wrote exactly two years ago this […]

Was it really so long ago that “uber” was just a German word for something exaggerated or elite, a “sidecar” was something that officers road in on the Western Front, and “lyft” wasn’t even a word unless you counted it as a spelling error? Now these names are the headliners on the increasingly popular stage […]

Where did your family wealth begin? Your wealth has a story, a set of intentions and hopes, and a past as much as a future. It is important to find out how your wealth got its start, how it grew, and how you’re connected to the people who have held it before you. That story […]

…but not as you might guess. In 2012, Michael Norton gave a TED Talk, How to Buy Happiness, which focused on his research and conclusion that money can indeed buy happiness – when you don’t spend it on yourself. He wanted to find out what happens when people are prosocial with their money and give […]

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 […]