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 Joni Lindquist | Nov 12, 2019 | Career Planning, Featured, Life Planning
Technology – human connection is ever more important. The old command and control form of leadership doesn’t’ work as well in our information rich workplace. Plus, technology specifically Artificial Intelligence, has the power to do many jobs that humans do today. ...
by Joni Lindquist | Nov 1, 2019 | Career Planning, Featured, Life Planning
I recently read a book by Thomas Friedman (The World is Flat) titled Thank You for Being Late1. In it, he argues that the rate of change in technology, globalization and climate is profoundly re-shaping our world, including our workplaces and jobs. For example, in...
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 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...
