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,...
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 Lucas Bucl | Mar 7, 2019 | Financial Planning, Life Planning
So you have come to the realization that you need some help with your finances, and have an appointment to sit down with a financial planner. Perhaps you are going through a life transition and need some professional advice, or maybe your situation has gotten more...
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...
