by Jessi Chadd | Jan 16, 2020 | Career Planning, Featured, Financial Planning, Life Planning, Life Transitions
The holiday season has come and gone again. Likely your waistline is feeling a bit full while your wallet is feeling a bit empty. We resolve in the new year to eat healthily and exercise more because, well, we know that is what we should do. New Years Day,...
by Jamie Bosse | Dec 17, 2019 | Featured, Financial Planning, Life Planning
The holiday season is upon us! To some this brings feelings of joy as they think of the fun they will have celebrating with family and friends. To others, this time of year brings feelings of anxiety as they picture themselves running around in an apron, their home...
by Jamie Bosse | Dec 6, 2019 | Featured, Financial Planning, Life Planning
What happened? You blinked and all of a sudden Thanksgiving is over! Christmas is right around the corner, and you feel unprepared to say the least. Now what? The holiday season is notorious for causing people to overspend and maybe rack up dangerous amounts of...
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...
