We are proud to once again be the "adoptive" parents of a Golden Lion Tamarin at Cheyenne Mountain Zoo! Next time you visit the zoo, be sure to stop by Primate World and say hello to our little "Wild Child". …
Blueprints: Three Simple Strategies to Achieve Your Goals
What are your big ambitions in life? Do you have strategies in place to make them happen? The Blueprints process helps families with a special needs member improve their financial and legal lives so that they can create the best life possible for themselves …
[Read more...] about Blueprints: Three Simple Strategies to Achieve Your Goals
Wealth Notes: Practical Estate Planning From An Advisor’s Viewpoint
Cascade Investment Group, Inc. is more than 20 years old and our advisors worked with clients for many years before our firm started. We have many long-term relationships with clients; at times with multiple members and generations of the same family. We value …
[Read more...] about Wealth Notes: Practical Estate Planning From An Advisor’s Viewpoint
Blueprints: Starting To Design – this list is for you
Last month, I hosted a workshop focused on the second and third steps of my Blueprints process of financial planning for families with a special needs member. “Starting to Design” is the second Building Block and provides the basis for an exhilarating workshop …
[Read more...] about Blueprints: Starting To Design – this list is for you
Wealth Notes: Planning To Give Wisely
Recently, I was at an event for a local nonprofit organization where the fund development team talked about legacy giving. The Executive Director told a story of a local woman and the impact she had on 26 charitable organizations in the Pikes Peak Region. The …
