by Jamie Bosse | Nov 10, 2020 | Career Planning, Featured, Financial Planning, Life Planning
Amidst the Coronavirus pandemic, there has been a spike in fraudulent unemployment insurance claims filed using stolen identities. People learn about the fraud when they get a notice from their state unemployment benefits office or their current (or former) employer...
by Joni Lindquist | Sep 14, 2020 | Career Planning, Featured, Life Planning, Life Transitions, Retirement Planning
You have a steady job that pays the bills and puts your abilities to good use. You have loving relationships with your spouse, your children, extended family, and close friends. Your house provides enough space and security. Your golf league gives you a chance to...
by Joni Lindquist | Aug 24, 2020 | Career Planning, Featured, Financial Planning, Investments, Life Planning, Life Transitions, Retirement Planning
The need for generous people is at an all-time high right now. The pandemic has created economic and health care challenges that continue to stretch our resources. Millions of people are out of work, struggling to pay their bills and feed their families. Social...
by Joni Lindquist | Aug 12, 2020 | Career Planning, Featured, Financial Planning, Life Planning, Life Transitions
Your plans for the future are really a story that you tell yourself. Some of the chapters are easy to imagine and plan, like buying your first home, sending your kids to college, or picking out dream retirement destinations with your spouse. But life has a way of...
by Jamie Bosse | Aug 7, 2020 | Career Planning, College Funding, Featured, Financial Planning, Life Planning
You may have heard that 529 plans can be used for more than just college expenses. The tax act passed in late 2017, expanded the use of 529 education savings plans to include private elementary and secondary school tuition costs. As with every tax law, there are rules...
by Jamie Bosse | Jul 29, 2020 | Career Planning, Featured, Financial Planning, Investments, Life Planning
Lately, it feels like the world has turned on its head. An invisible threat is lurking in our midst, changing the way we work, the way we interact, and what are investments are doing. There is so much uncertainty right now, that it’s hard not to be overwhelmed and...
