As one of the newer Advisors at TCI, one thing I’ve noticed is our overall sense of optimism. From our investment philosophy to our core values, we tend to believe that positive outcomes are the norm. However, part of maintaining that optimism is being realistic about potential risks. By planni...
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Creating an estate plan can be rife with challenges. It’s hard enough to catapult yourself into a mindset where your future self is incapacitated or deceased, let alone decide which assets you want to leave to whom, when they should get them, and importantly, which people or entities you want to...
Medicare open enrollment is around the corner; it starts October 15th and runs through December 7th. Yet, how do you decipher what is important and who to trust when making your Medicare decisions? Furthermore, and perhaps most importantly for our purposes, how does Medicare fit into your financial...
Providing your family and loved ones a path to financial success requires looking at variables other than your 401(k) or IRA accounts. It forces you to look at the other pieces making up your financial plan, notably insurance. Insurance coverage comes in many forms: car, house, life, disability, hea...
Recently I adopted a puppy. Her name is Georgie, named after Georgie White, the first commercial female river rafter in Grand Canyon. She is the cutest, most perfect pup that I’ve been daydreaming about getting since I was in college. She’s smart, she’s sweet, she bites more than I would ...
Lately, there have been several reports of the staggering number of travelers due to the pent up demand from COVID quarantine. These reports reminded me that now might be a good time to reemphasize the importance of understanding your health insurance coverage when planning to travel, especially if ...
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