What to look for and what’s not important If you are shopping for a financial planner, you need a good checklist of questions to ask. You want someone who works for clients like you – and who is financially wise. If you are looking for an individual or firm to manage...
By Jamie Bosse The 4th of July isn’t only about BBQs and fireworks, each year we are actually celebrating our independence from Great Britain and the formation of the United States. As a financial planner, I urge my clients to plan for their own personal financial...
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...
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