by Angela Kreps | Mar 31, 2020 | College Funding, Estate Planning, Featured, Financial Planning, Life Planning, Life Transitions, Retirement Planning
This article was written in collaboration with Executive Chairman, Stewart S. Koesten, M.S.F.S., CFP®, CIMA® — Phase 3 of the fiscal stimulus plan just passed both houses of Congress and was signed by the President on Friday, March 27, 2020. The $2 Trillion...
by Matt Starkey | Mar 18, 2020 | Career Planning, Estate Planning, Featured, Financial Planning, Investments, Life Planning, Life Transitions
Here are 8 facts for dealing with uncertainty this week. As we are calling each and every one of our clients, these are the thoughts I’m sharing. They might help ease your concerns, too. Not only are markets challenging our resolve, but people are disrupted by...
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...
by Joni Lindquist | Jul 10, 2018 | Estate Planning, Financial Planning, Investments, Life Planning, Retirement Planning
By Joni Lindquist, CFP® Good news! Multiple studies show that we are living longer and are healthier for longer. In research done by Oeppen and Vaupel (2002), it documented that the life expectancy has been increasing two to three years every decade. That means if...
by Jamie Bosse | Jun 19, 2018 | Estate Planning, Financial Planning, Insurance
There are countless things to consider and evaluate when you become a parent. In addition to all of the new furniture purchases, college planning, budget changes, and baby-proofing, there are two very important things that new parents need to review: Life Insurance...
