by Joni Lindquist | Mar 14, 2019 | Career Planning, Financial Planning
Our clients come to us often during career transitions. Let’s say you’ve just been named a Vice-President at your company and your salary package now includes equity-based compensation. Congratulations! This change obviously affects your income, but what about other,...
by Jamie Bosse | Feb 14, 2019 | Financial Planning, Life Planning
It seems like everyone is always busy, but are we getting everything done that we set out to accomplish each day? Being busy is not the same as being productive. Being productive involves prioritizing our tasks, being flexible, and delegating to complete the...
by Joni Lindquist | Feb 11, 2019 | Career Planning, Financial Planning
Goal Setting is often the first step in making progress toward success. Actually accomplishing those goals is even more important. Here are 5 tips to help you throughout 2019: 1. Simplify – Sounds easy, never is. We often have too many goals and try to do too...
by Joni Lindquist | Feb 4, 2019 | Financial Planning, Life Planning
I had the opportunity a while back to hear Laura McKnight, co-founder of Mulberry South, and formerly the CEO and president of the Greater Kansas City Community Foundation present some interesting facts about philanthropy in the United States. Ninety percent of U.S....
by Jamie Bosse | Jul 3, 2018 | Career Planning, Financial Planning, Investments, Life Planning
By Jamie Bosse The 4th of July isn’t only about BBQs, hot dogs, and fireworks – each year we are actually celebrating our independence from Great Britain and the formation of the United States of America. As a financial planner, I urge my clients to plan for...
