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 When we experience a major life change – getting married, having children, etc., often the first thing on our minds is not our will. However, it should be an important consideration if you want the final say of where your assets go once you die. If you...
By Joni Lindquist Happy Birthday KHC Blog! Along with celebrating our 20th anniversary as a firm, this year also marks KHC Wealth Management’s 4th year of our blogging at kcfinancialplanning.com! We launched our blog on May 20, 2013 to help educate the community...
By Patrick Amey Most of us go to see professionals when we’re in trouble or during times of crisis. If you think about it, we go to the doctor when we’re sick. We see a lawyer when we have a pending legal issue, and we seek out a therapist when we’re feeling...
By Joni Lindquist When you lose your spouse, evaluating your finances likely takes a back seat to more pressing concerns. But even amid the grief that accompanies the death of a loved one, it is important to assess your financial situation to avoid making any rash...
