Financial Lifestyle Archives - Page 4 of 4 - Rightpath Investments & Financial Planning, Inc.

Summit Foundation Educational Workshop: “Saving the Family Cottage”

Financial Lifestyle, Life Transitions, Mountain Lifestyle, Non Profits/Foundations, Wealth Management / Steven Smith / July 6, 2012

The Summit Foundation’s fourth annual educational workshop will be held Friday, July 13th at Beaver Run Resort & Conference Center, 9:00–11:00 am. This year, we have the honor of hosting Cottage Law attorney and author David Fry, Esq., who will present “Saving the Family Cottage.” Join us for an information-packed session where you will learn ways to preserve the family vacation home for future generations and minimize the expense and agony along the way.

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Preparing for Disaster and Preventing Financial Ruin: 5 Lessons from a Wildfire Victim

Financial Lifestyle, Financial Planning, Mountain Lifestyle, Risk Management / Steven Smith / June 25, 2012

As wildfires have raged across Colorado and other parts of the country in a shockingly early and devastating fire season, families and whole communities are reeling from the destruction. Whether you are a victim of such disasters, care for people directly affected, or simply want to be more prepared, guest blogger Beth Byerlein offers first-hand lessons to help every home-owner cope with loss and reduce its financial impact.

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4th Quarter Client Note

Bonds, Financial Lifestyle, Financial News, News, Political News, Wealth Management / Steven Smith / January 12, 2012

From the debt ceiling fight to worries over foreign economies to phenomenal results for the fixed income markets, 2011 was a year of unprecedented volatility for the markets. Investors should, at least, prepared for a continued wild ride—but we also recommend a brief pause for appreciating our blessings, as we do.

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Book Review: Saving the Family Cottage

Financial Planning, Life Transitions, Mountain Lifestyle, Wealth Management / Steven Smith / October 27, 2011

Saving the Family Cottage: A Guide to Succession Planning for Your Cottage, Cabin, Camp or Vacation Home (Stuart J. Hollander, Rose Hollander & David S. Fry, 3rd Edition, Nolo 2009) is a comprehensive treatment of the perils of failing to plan carefully for passing a vacation home to the next generation and beyond.

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Charity Begins at Home, But Where Does it Go From There?

Leave a Comment / Financial Lifestyle, Money, Non Profits/Foundations, Small Business / Steven Smith / September 10, 2010

Are you or your clients struggling with a way to make philanthropy a more meaningful part of your wealth management? Hear from professional advisors on practical steps you can take to integrate giving into your financial lifestyle and family financial plans.

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Welcome to Mountain Money Blog

Financial Lifestyle, Financial Planning, Investment Management, Money, Mountain Lifestyle, Newsletters, Non Profits/Foundations, Small Business, Wealth Management / Steven Smith / August 18, 2009

Money in the mountains—it’s a beautiful thing and it’s on my mind, especially when it’s managed well. Introducing my new blog, where you’ll find thoughts and tips on everything that impacts your financial lifestyle, business, or non-profit.

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