by Joni Lindquist | Jun 18, 2019 | Financial Planning, Retirement Planning
We‘ve probably all have seen the ads focusing on knowing “your number” for retirement. But making the transition to retirement after decades of working is one of life’s major transitions. Money is certainly important, but there are other considerations as well. Don’t...
by Joni Lindquist | May 3, 2019 | Financial Planning, Retirement Planning
For years, popular thinking, indeed even scholarly research suggested that a reverse mortgage was a bad thing. Then we started to see Magnum, Tom Selleck (the original Magnum PI) plugging the advantages of a reverse mortgage. In the last few years, several thought...
by Lucas Bucl | Dec 28, 2018 | Financial Planning, Investments, Retirement Planning
Principal, Lucas Bucl, CFP®, was featured on KCUR 89.3’s Smart Money Experts podcast segment, “Getting the Most out of Your Social Security Benefits”. The Smart Money Experts covered the current state of the program, ways to stabilize it, and common mistakes people...
by Joni Lindquist | Oct 9, 2018 | Featured, Financial Planning, Insurance, Life Planning, Retirement Planning
By Joni Lindquist What is the Medicare open enrollment period? The Medicare open enrollment period is the time during which people with Medicare can make new choices and pick plans that work best for them. Each year, Medicare plans typically change what they cost...
by Joni Lindquist | Jul 10, 2018 | Estate Planning, Financial Planning, Investments, Life Planning, Retirement Planning
By Joni Lindquist, CFP® Good news! Multiple studies show that we are living longer and are healthier for longer. In research done by Oeppen and Vaupel (2002), it documented that the life expectancy has been increasing two to three years every decade. That means if...
by Chrissy Hatcher | Jun 12, 2018 | Financial Planning, Life Planning, Retirement Planning
By Pat Amey Every year, I am invited to 3 or 4 weddings and I love attending them. I’ve noticed a few trends lately and thought I would put together some financial concepts for engaged couples to consider as they tie the knot. Wedding Statistics An annual survey by...
