By Joni Lindquist As the world has moved digital, most of us now own a variety of digital assets. These include photos on our phone or iPad, music, social media pages, and our e-mail accounts. When it comes to financial planning, the question is arising: what...
By Jamie Bosse No one likes to think about their own demise, but let’s face it – there is a 100% chance that we are going to die at some point. We all plan for long and healthy lives, but we do not get to choose how much sand is in our proverbial hourglass. If the...
By Stewart Koesten As comprehensive wealth managers, our firm’s advisors often guide clients on how and when to engage other professionals in their financial planning endeavors. Wealth managers, attorneys, tax professionals, insurance agents and others form a “team”...
By Stewart Koesten In a way, flying an airplane is a lot like financial planning and there are lessons to be carried over that one could consider. Take for example, the busy time between starting the aircraft’s engines to leveling the plane at cruise altitude to begin...
By Lucas Bucl With the economy rebounding, more people are thinking about starting a business. First, you need a great product or service idea. Now what? Here are five key planning steps to consider when starting a business. 1. Write a Business Plan – Once you have...
