Category: abundance

The ABCs Of Using Your Retirement Account For Charitable Giving

One of our firm’s clients is a husband and wife named Bonnie and Clyde. Really, those are their actual names. Bonnie and Clyde – or B&C, for short –  are very generous people and recently came into the office to...

/ May 17, 2017

Issues to consider for those receiving an inheritance

While the millennials — the generation born between 1980 and 2000 — are getting the bulk of attention from marketers, the baby boomers still have plenty of room to make their economic presence felt. According to a 2013 study commissioned...

/ December 5, 2016

KSFR Interview

Kate was on KSFR! She talks about being prepared – paying attention now so that later works out better. Take a listen.

/ October 1, 2015

Don’t Blame Others For Stopping Your Abundance

I lived in Santa Fe for about five years. If you know anything about Santa Fe, you’re probably aware that it’s one of the world capitals of “woo woo.” You know what “woo woo” is – it’s therapies that are...

/ August 16, 2014