by Joni Lindquist | Oct 4, 2022 | Featured, Financial Planning, Life Planning, Life Transitions, Retirement Planning
Nearing Social Security age? Take these factors into account before signing up. Joni Lindquist, MBA, CFP®, outlines four critical questions to help you analyze what is right for you. This article was written by Joni Lindquist and was originally published in the Kansas...
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 Jamie Bosse | Jul 14, 2022 | College Funding, Financial Planning, Life Transitions
Local financial planner shares advice through books Kristina Jackson kjackson@themercury.com Jul 12, 2022 When reading tips for how best to save money for the future, it is easy to get overwhelmed, said Jamie Bosse, a financial planner in Manhattan. Bosse wants to...
by Jessi Chadd | Jun 9, 2022 | Career Planning, Featured, Life Planning, Life Transitions
I want to share with you an observation I have made recently as I work alongside people helping them navigate their life’s journey. We are starting to figure out life post pandemic and I am noticing that people are very committed when it comes to their time and...
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 Jamie Bosse | Mar 1, 2022 | Career Planning, College Funding, Featured, Financial Planning, Investments, Life Planning, Life Transitions, Retirement Planning
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, community, and finances, in addition to your personal health and well-being. Financial planning...
