by Jessi Chadd | Nov 20, 2019 | Featured, Financial Planning, Life Planning, Life Transitions
To Anticipate or To Not – 3 Ways to Manage the First Stage of a Life Transition In our previous post -The Struggle Is Real – How To Flow Through Big Life Changes – we discussed the four stages typically seen in a major life transition. Whether it...
by Jamie Bosse | Oct 30, 2019 | Featured, Financial Planning, Life Planning
Being in the financial industry, we are reminded daily of how financially troubled our society is. Every year over 700,000 Americans file for bankruptcy, student loan debt is astronomically high, and families are just scraping by and living paycheck to paycheck...
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...
