by Joni Lindquist | Nov 3, 2022 | Estate Planning, Featured, Financial Planning
Many retirees who want to earn some extra income without committing to a regular part-time job explore seasonal employment. For a couple weeks or months out of the year, you could try something new, put your professional skills to good use, see more of the world,...
by Joni Lindquist | Oct 4, 2022 | Featured, Financial Planning, Life Planning, Life Transitions, Retirement Planning
Nearing Social Security age? Take these factors into account before signing up. Joni Lindquist, MBA, CFP®, outlines four critical questions to help you analyze what is right for you. This article was written by Joni Lindquist and was originally published in the Kansas...
by Joni Lindquist | Feb 17, 2022 | Featured, Financial Planning, Life Planning, Life Transitions, Retirement Planning
The Great Job Reshuffle What was once coined the “Great Resignation”, now appears to be more of a job re-shuffle, as people move to different jobs or careers. The pandemic has caused people to re-think what they want from work. Are you one of the people contemplating...
by Joni Lindquist | Nov 18, 2021 | Career Planning, Featured, Financial Planning, Inspiration Everywhere, Life Planning, Life Transitions, Retirement Planning
Purpose In Retirement One of the most important questions we help our clients answer is, “What’s the money for?” After all, if the purpose of your financial plan was just to keep growing your nest egg, then the best financial strategy would be...
by Joni Lindquist | Oct 28, 2021 | Estate Planning, Featured, Financial Planning, Investments, Life Planning, Life Transitions, Retirement Planning
Three Ways To Avoid The Downside Of Retirement When it comes to retirement, it’s easy to dream about the perks: sleeping in, traveling, reading a good book, playing golf––name your fantasy. Even if your retirement is fully funded, the reality can be far less...
