by Joni Lindquist | Sep 2, 2021 | Career Planning, Featured, Life Planning
Your paycheck pays the bills, but the total benefits you receive can have just as big of an impact on how you feel about the work you do and how that work affects life for you and your family. Here are four ways that your benefits can boost your total compensation –...
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 Jamie Bosse | Jan 16, 2018 | Financial Planning, Life Planning
By Jamie Bosse If you work for an American company, typically some or all of your maternity leave will be unpaid, leaving you with the options of using vacation time, taking less time off, or simply not being paid for the duration of your leave. Some companies...
by Jamie Bosse | Oct 11, 2017 | Financial Planning
In the words of the late Dick Wagner, “Financial planners help their clients spend less, save more and not do anything stupid.” There are a lot of choices you have to make in life, and some can cost you in the long run if you don’t have intelligent guidance. Many...
by Joni Lindquist | Sep 18, 2017 | Life Planning
By Joni Lindquist I often get asked about the best credit cards that provide benefits, specifically travel rewards. I find the NerdWallet ranking to be helpful. They rate the best credit cards if you are a traveler, frequent or not, based on the specific benefit...
