by Colleen Wysong | Jun 10, 2019 | Featured, Life Planning
As most of us have found, the use of social media is now an everyday activity just like brushing our teeth or making our beds. Our timelines or newsfeeds are often the first things we pull up as we muster the energy to get out of bed in the morning. It is used to...
by Joni Lindquist | Jun 3, 2019 | Career Planning, Financial Planning
Seems like daily we see more announcements regarding companies merging. This often creates significant uncertainty for employees that lasts for months as the wheels of the justice system determine if the merger will be allowed. Here are 5 tips to survive your company...
by Jessi Chadd | May 28, 2019 | Financial Planning, Life Planning
The saying goes “All we can really expect in life is death and taxes.” I would add change to this uplifting list. While death and taxes usually have a negative connotation, change can go either way on us. Change is personal. Most anyone can tell you that change is...
by Joni Lindquist | May 21, 2019 | Financial Planning, Life Planning
As financial planners, we often talk with clients about ways to either save money or make their money work for them. With credit cards, we like to see clients use credit cards where they at least get rewarded for their spending. Which credit card is best? It depends...
by Joni Lindquist | May 14, 2019 | Career Planning, Financial Planning
We’ve talked in previous posts about how you – your time, talent, skills and experience – are your most valuable asset. It’s not your financial accounts, nor your home or other “tangible” assets. It’s you and your ability to earn income. Many of us spend a lot...
by Joni Lindquist | May 7, 2019 | Featured, Financial Planning
Unfortunately, I lost my mother over 20 years ago, yet most days don’t go by without me thinking of her. In honor of Mother’s Day, I’ve narrowed down my mom’s impact to six “big” lessons learned: 1. Everyone Deserves Respect. My mother wouldn’t understand all the hate...
by Joni Lindquist | May 3, 2019 | Financial Planning, Retirement Planning
For years, popular thinking, indeed even scholarly research suggested that a reverse mortgage was a bad thing. Then we started to see Magnum, Tom Selleck (the original Magnum PI) plugging the advantages of a reverse mortgage. In the last few years, several thought...
by Joni Lindquist | Apr 3, 2019 | Career Planning, Financial Planning
Springtime brings renewal and rebirth of plants, green grass, the boys of summer (baseball) and hope. After a seemingly difficult and long winter for most of the US, it’s a good time to reflect and consider a renewal of your career. The word “renew,” as a...
by Joni Lindquist | Mar 18, 2019 | Career Planning, Life Planning
Back in 2016, I read “How to Say No to Things You Want to Do” by Dorie Clark on hbr.org and it reminded me of a blog I read about cleaning out your work “closet” by prioritizing your work activities and putting them into “piles.” One of those piles is to “throw out” –...
by Joni Lindquist | Mar 14, 2019 | Career Planning, Financial Planning
Our clients come to us often during career transitions. Let’s say you’ve just been named a Vice-President at your company and your salary package now includes equity-based compensation. Congratulations! This change obviously affects your income, but what about other,...
