A Financial Fresh Start

For the past few years I have been volunteering my time co-hosting a financial literacy series at our local library in Crested Butte, Colorado. This program, called Common Cents for Colorado, was made possible by a grant from the FINRA Investor Education Foundation through Smart investing@your library®, a partnership with the American Library Association. The main program series consists of a 5-Part Seminar Series covering the topics of: Goal Setting & Financial Planning, Key Investment Concepts, Retirement Savings Vehicles, Common Investment Types, Continue Reading →

The Voyage to Financial Independence

Given that it’s the dead of winter here in Colorado and I’m landlocked in a sea of white snow, I thought conjuring the image of a sailboat, preferably on blue Caribbean waters, would be a pleasant analogy for illustrating a path to financial independence. Imagine that you are the Captain of a sound sailing vessel and her name is You, Inc. Put on your captain’s hat and let’s set sail on a Money Mind voyage… Identify Your Port of Call Continue Reading →

Make Some, Save & Invest, Live on the Rest

For the initial blog post on Mark’s Money Mind, I thought it would best to give a quick introduction. My name is Mark Trautman and I live in Crested Butte, Colorado with my wife and daughter. I retired from full-time employment at the end of 2015 after a 28 year career in the financial services industry. During the latter 24 years, I was an equity mutual fund portfolio manager for a small closely held company. My passion has always been personal finance and I received Continue Reading →