by Joni Lindquist | Jul 30, 2019 | Featured, Financial Planning, Life Planning
In September of 2017, Equifax had one of the largest data breaches, with 56% of Americans – 150 million people – being affected. On July 22 of this year, Equifax reached a settlement. The settlement requires eligible customers to file a claim. If you do...
by Jessi Chadd | Jul 23, 2019 | Financial Planning, Life Transitions
“Don’t knock the valleys,” she said. “Everybody wants to be on the mountaintop, but up there the air is so thin, you can hardly breathe— and all you can do is stand still and try not to fall. But in the valley, that’s where the river...
by Jamie Bosse | Jul 15, 2019 | Financial Planning, Life Planning
Handling money wisely is difficult for people of all ages, but it seems to be an especially tricky concept for kids as money has become less tangible. When I was growing up, I saw cash and checks being used as the normal form of payment. Kids today see mom and dad...
by Colleen Wysong | Jul 9, 2019 | Financial Planning, Life Planning
Identity theft and data security breaches are continuously in the news. There is so much information out there it can scare the “Average Joe” into doing away with their smart devices and resorting back to pen and paper. Cybercriminal activity is one of the biggest...
by Joni Lindquist | Jun 18, 2019 | Financial Planning, Retirement Planning
We‘ve probably all have seen the ads focusing on knowing “your number” for retirement. But making the transition to retirement after decades of working is one of life’s major transitions. Money is certainly important, but there are other considerations as well. Don’t...
by Joni Lindquist | Jun 3, 2019 | Career Planning, Financial Planning
Seems like daily we see more announcements regarding companies merging. This often creates significant uncertainty for employees that lasts for months as the wheels of the justice system determine if the merger will be allowed. Here are 5 tips to survive your company...
