This summer we have plans to take a few days off here and there to relax and spend some time with family – always a good thing to do during the summer months! One of these occasions included a long weekend in Park City, UT which is one of our favorite places in winter and summer. My son Alex wanted to take a mountain biking trip and, although I haven’t ridden a bike in quite some time, I agreed to tag along. Overall, it was a good experience and a beautiful day in spite of the downhill tumble that I took! Get the “full” story in my video below!🚵

Here at Creekmur Wealth we're really focused on goals based planning. Our goal is to help each of our clients fulfill their goals for the future they envision for themselves. We call it True Wealth - All the things in life that money cannot buy.

It’s Spring! With the change of seasons comes everyone’s favorite time – Spring Cleaning. At our home we have been busy outside doing a Spring clean up in our yard & garden areas. As we clean and prune and plant new seeds, very quickly we start to see fresh new growth. It’s always exciting to anticipate the flowers and vegetables that we will enjoy in the months to come.

One of my favorite movies of all time is UP. The story is about an older man who is on a journey to save his property from developers who want to tear down his beloved home. At one point in their travels this gentleman and his boy scout companion encounter a talking dog.

Human nature is so interesting! I love to watch people, and I love to see their reactions as they are going through life. When they’re at Walmart (that’s interesting!) Out grocery shopping. With family. As you observe people in various situations you see all types of emotions and reactions.

Over the years I often receive questions from people who want my “great insight” about investing and financial matters. When someone finds out that I work in wealth management, they usually ask for my best “hot tip” – and to that I want to reply,

Each year as we look ahead at all we want to accomplish - and look back at all we wished we had done last year it's easy to feel some regret. If you're like me you might find yourself thinking "I wish I woulda. . ." or "I shoulda. . ." or "If only I coulda. . .".  But experience tells me that shoulda, coulda, woulda doesn't help us move forward.