by Jessi Chadd | Aug 18, 2022 | Financial Planning, Investments, Retirement Planning
Series I Bonds – What You Need to Know and Are They for You? You may have seen a headline or two about Series I Bonds this year. There is a good likelihood you have not heard much about these bonds in the past. The reason for their recently popularity is Series I...
by Lucas Bucl | May 26, 2022 | Featured, Investments
Stock and bond markets have been volatile recently. Since early April, stock prices have steadily moved lower in response to a changing and uncertain investment environment. Over the last several days we have seen large swings both up and down. This is...
by Jamie Bosse | Apr 26, 2022 | Career Planning, College Funding, Featured, Financial Planning, Investments, Life Planning, Life Transitions, Retirement Planning
Once a child is three, they are ready to start learning financial literacy concepts, according to Jamie Bosse, CFP®, CFC, CCRC. Bosse was recently interviewed by Steve Kraske on KCUR’s Up To Date during Financial Literacy Month. She believes it’s never too...
by Lucas Bucl | Apr 22, 2022 | Financial Planning, Investments
Inflation is running hot. The costs of many things we buy, from gas and groceries to vehicles, have shot up as we transition out of the pandemic. The most recent Consumer Price Index (CPI) report from Bureau of Labor Statistics showed inflation was 7.9% over the prior...
by Jamie Bosse | Mar 1, 2022 | Career Planning, College Funding, Featured, Financial Planning, Investments, Life Planning, Life Transitions, Retirement Planning
Why Hire a Financial Planner? To Get Organized If you are like most people, you are busy and have a ton of moving parts in your life. You might be juggling the demands of your career, family, pets, friends, community, finances, in addition to your personal...
by Jessi Chadd | Feb 3, 2022 | Featured, Financial Planning, Investments
Earlier this year, we started a dialogue around the concept of Next Normal. This was a response to the ever-present term New Normal. What we have found in our work with clients, who are amid a big life change, is there comes a point where the client desires normal....
