by Jamie Bosse | Apr 26, 2022 | Career Planning, College Funding, Featured, Financial Planning, Investments, Life Planning, Life Transitions, Retirement Planning
Once a child is three, they are ready to start learning financial literacy concepts, according to Jamie Bosse, CFP®, CFC, CCRC. Bosse was recently interviewed by Steve Kraske on KCUR’s Up To Date during Financial Literacy Month. She believes it’s never too...
by Jamie Bosse | Mar 1, 2022 | Career Planning, College Funding, Featured, Financial Planning, Investments, Life Planning, Life Transitions, Retirement Planning
Why Hire a Financial Planner? To Get Organized If you are like most people, you are busy and have a ton of moving parts in your life. You might be juggling the demands of your career, family, pets, friends, community, finances, in addition to your personal...
by Jessi Chadd | Dec 30, 2019 | Career Planning, Featured, Life Planning, Life Transitions, Retirement Planning
When you are facing a big life transition (death of a loved one, divorce, selling a business, retiring, having a child, getting married, etc.), one of the most overwhelming parts of the transition can be the Ending Stage. You will know you have reached this stage in...
by Jessi Chadd | Nov 20, 2019 | Featured, Financial Planning, Life Planning, Life Transitions
To Anticipate or To Not – 3 Ways to Manage the First Stage of a Life Transition In our previous post -The Struggle Is Real – How To Flow Through Big Life Changes – we discussed the four stages typically seen in a major life transition. Whether it...
by Joni Lindquist | Nov 1, 2019 | Career Planning, Featured, Life Planning
I recently read a book by Thomas Friedman (The World is Flat) titled Thank You for Being Late1. In it, he argues that the rate of change in technology, globalization and climate is profoundly re-shaping our world, including our workplaces and jobs. For example, in...
