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, Life Transitions
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...
