by Joni Lindquist | Jul 30, 2019 | Featured, Financial Planning, Life Planning
In September of 2017, Equifax had one of the largest data breaches, with 56% of Americans – 150 million people – being affected. On July 22 of this year, Equifax reached a settlement. The settlement requires eligible customers to file a claim. If you do...
by Jessi Chadd | Jul 23, 2019 | Financial Planning, Life Transitions
“Don’t knock the valleys,” she said. “Everybody wants to be on the mountaintop, but up there the air is so thin, you can hardly breathe— and all you can do is stand still and try not to fall. But in the valley, that’s where the river...
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 Colleen Wysong | Jul 9, 2019 | Financial Planning, Life Planning
Identity theft and data security breaches are continuously in the news. There is so much information out there it can scare the “Average Joe” into doing away with their smart devices and resorting back to pen and paper. Cybercriminal activity is one of the biggest...
by Colleen Wysong | Jun 25, 2019 | Career Planning, Life Planning
Once upon a time, landing a well-paid leadership position in Corporate America required one to be proficient in their technical competencies. They needed to check all the hard skill boxes to impress top recruiters. Today, in the Modern Workplace, it’s the soft skills...
by Joni Lindquist | Jun 18, 2019 | Financial Planning, Retirement Planning
We‘ve probably all have seen the ads focusing on knowing “your number” for retirement. But making the transition to retirement after decades of working is one of life’s major transitions. Money is certainly important, but there are other considerations as well. Don’t...
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...
