by Jessi Chadd | Feb 24, 2023 | Featured, Financial Planning, Investments, Life Planning, Retirement Planning
The SECURE Act 2.0 Has Taken Effect Here’s What You Need to Know You’re likely hearing about the SECURE Act 2.0. It seems like every day there’s a new headline in the news, which only serves to create more questions. Let’s face it, headlines – and even the stories...
by Joni Lindquist | Nov 3, 2022 | Estate Planning, Featured, Financial Planning
Many retirees who want to earn some extra income without committing to a regular part-time job explore seasonal employment. For a couple weeks or months out of the year, you could try something new, put your professional skills to good use, see more of the world,...
by Jamie Bosse | Oct 26, 2022 | Estate Planning, Featured, Financial Planning
Estate planning (planning for what happens to your assets when you die) is probably the spookiest part of any financial plan. This Halloween is the perfect time to face your fears and get educated on why this is such an important part of everyone’s plan. No one likes...
by Stewart Koesten | Oct 26, 2022 | Estate Planning, Featured, Inspiration Everywhere, Retirement Planning
Getting a second passport is in vogue these days. The desire to secure citizenship in another country, and with it a second passport, might be driven by fear, but also for educational, employment or business opportunities that an alternative citizenship might provide...
by Jamie Bosse | Oct 14, 2022 | Featured, Financial Planning, Retirement Planning
The Social Security Administration announced an 8.7% bump in benefits in 2023. You might be asking, “What does this mean?” Those receiving benefits can expect an 8.7% raise in pay next year. This is a big deal. To put it in perspective, this is...
by Joni Lindquist | Oct 4, 2022 | Featured, Financial Planning, Life Planning, Life Transitions, Retirement Planning
Nearing Social Security age? Take these factors into account before signing up. Joni Lindquist, MBA, CFP®, outlines four critical questions to help you analyze what is right for you. This article was written by Joni Lindquist and was originally published in the Kansas...
