by Colleen Wysong | Jun 10, 2019 | Featured, Life Planning
As most of us have found, the use of social media is now an everyday activity just like brushing our teeth or making our beds. Our timelines or newsfeeds are often the first things we pull up as we muster the energy to get out of bed in the morning. It is used to...
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 | Mar 18, 2019 | Career Planning, Life Planning
Back in 2016, I read “How to Say No to Things You Want to Do” by Dorie Clark on hbr.org and it reminded me of a blog I read about cleaning out your work “closet” by prioritizing your work activities and putting them into “piles.” One of those piles is to “throw out” –...
by Jamie Bosse | Mar 12, 2019 | Insurance, Life Planning
If your house burned to the ground tomorrow, would you be able to recite the entirety of its contents room-by-room for your insurance claim? Probably not – I know I wouldn’t be able to! People tend to fill up the living space they have with “stuff” and this is...
by Lucas Bucl | Mar 7, 2019 | Financial Planning, Life Planning
So you have come to the realization that you need some help with your finances, and have an appointment to sit down with a financial planner. Perhaps you are going through a life transition and need some professional advice, or maybe your situation has gotten more...
