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
By Jamie Bosse 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 –...
by Stewart Koesten | Jul 31, 2017 | Estate Planning, Financial Planning
Will you be prepared? Will your family be prepared? That horrible phone call comes: A loved one is in critical condition. Or has passed away. You are a mom, dad, son, daughter, wife, husband, brother, sister, or dear friend. You must jump in and help. What now? Is...
by Jamie Bosse | Jun 14, 2017 | Estate Planning, Financial Planning
By Jamie Bosse When we experience a major life change – getting married, having children, etc., often the first thing on our minds is not our will. However, it should be an important consideration if you want the final say of where your assets go once you die. If you...
by Patrick Amey | Dec 19, 2016 | Estate Planning, Financial Planning
By Patrick Amey At KHC Wealth Management, we often get many questions about trusts. See below for a glossary of the various types of trusts. A trust is an instrument set up to hold the property of an individual, often called the grantor, for one or more designated...
