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 Jessi Chadd | Aug 31, 2022 | Featured, Inspiration Everywhere, Life Planning, Life Transitions
If we are not well with money, everything from relationships to our work is affected. What does it mean to be “well” with money? We know what it means to be well with our bodies, our minds, our hearts and our souls. I can remember my papa singing the old hymn “It Is...
by Jessi Chadd | Jan 20, 2022 | Featured, Inspiration Everywhere, Life Planning, Life Transitions
New Normal or Next Normal – Recommit to Values In our previous post I discussed my love for a new year which really is my love for a new start. With a new start comes opportunity to reset back to normal. The holidays are wonderful but they throw off our...
by Jessi Chadd | Jan 6, 2022 | Featured, Inspiration Everywhere, Life Planning, Life Transitions, Retirement Planning
New Normal or Next Normal – Tips on Managing an Ever Changing Environment As we round out another year, I find myself looking back in gratitude and looking forward in hopeful anticipation. I love a new year. A fresh start. A chance to try again and get...
by Stewart Koesten | Dec 9, 2021 | Estate Planning, Featured, Inspiration Everywhere, Life Planning, Life Transitions, Retirement Planning
Traveling to Portugal Portugal is one of the most popular countries to visit right now. There are several reasons for that: It is easy to get to. The living costs there are low It is relatively safe It has the highest Covid19 vaccination rate in Europe...
by Joni Lindquist | Nov 18, 2021 | Career Planning, Featured, Financial Planning, Inspiration Everywhere, Life Planning, Life Transitions, Retirement Planning
Purpose In Retirement One of the most important questions we help our clients answer is, “What’s the money for?” After all, if the purpose of your financial plan was just to keep growing your nest egg, then the best financial strategy would be...
