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...
by Jessi Chadd | May 28, 2019 | Financial Planning, Life Planning
The saying goes “All we can really expect in life is death and taxes.” I would add change to this uplifting list. While death and taxes usually have a negative connotation, change can go either way on us. Change is personal. Most anyone can tell you that change is...
by Joni Lindquist | May 21, 2019 | Financial Planning, Life Planning
As financial planners, we often talk with clients about ways to either save money or make their money work for them. With credit cards, we like to see clients use credit cards where they at least get rewarded for their spending. Which credit card is best? It depends...
by Joni Lindquist | May 14, 2019 | Career Planning, Financial Planning
We’ve talked in previous posts about how you – your time, talent, skills and experience – are your most valuable asset. It’s not your financial accounts, nor your home or other “tangible” assets. It’s you and your ability to earn income. Many of us spend a lot...
by Joni Lindquist | May 7, 2019 | Featured, Financial Planning
Unfortunately, I lost my mother over 20 years ago, yet most days don’t go by without me thinking of her. In honor of Mother’s Day, I’ve narrowed down my mom’s impact to six “big” lessons learned: 1. Everyone Deserves Respect. My mother wouldn’t understand all the hate...
by Joni Lindquist | May 3, 2019 | Financial Planning, Retirement Planning
For years, popular thinking, indeed even scholarly research suggested that a reverse mortgage was a bad thing. Then we started to see Magnum, Tom Selleck (the original Magnum PI) plugging the advantages of a reverse mortgage. In the last few years, several thought...
