by Jamie Bosse | Oct 30, 2019 | Featured, Financial Planning, Life Planning
Being in the financial industry, we are reminded daily of how financially troubled our society is. Every year over 700,000 Americans file for bankruptcy, student loan debt is astronomically high, and families are just scraping by and living paycheck to paycheck...
by Jamie Bosse | Jul 15, 2019 | Financial Planning, Life Planning
Handling money wisely is difficult for people of all ages, but it seems to be an especially tricky concept for kids as money has become less tangible. When I was growing up, I saw cash and checks being used as the normal form of payment. Kids today see mom and dad...
by Jamie Bosse | Mar 12, 2019 | Insurance, Life Planning
If your house burned to the ground tomorrow, would you be able to recite the entirety of its contents room-by-room for your insurance claim? Probably not – I know I wouldn’t be able to! People tend to fill up the living space they have with “stuff” and this is...
by Jamie Bosse | Feb 27, 2019 | Financial Planning, Insurance
If you think about it, we insure a lot of things in our lives without giving it a second thought – our homes, cars, jewelry, and bicycles – our STUFF. When it comes to insuring our biggest asset, OURSELVES and our ability to generate income, many people are...
by Jamie Bosse | Feb 25, 2019 | Estate Planning, Featured, Financial Planning
Many people plan to leave assets to specific charities after they pass away. These assets will pass via instructions in their will or trust or perhaps via a beneficiary designation in a 401(k) plan or IRA (Individual Retirement Account). Often times, the donor does...
