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It’s That Time of Year Again – Medicare Enrollment

By Joni Lindquist  What is the Medicare open enrollment period? The Medicare open enrollment period is the time during which people with Medicare can make new choices and pick plans that work best for them. Each year, Medicare plans typically change what they cost...

Healthcare for 2018 – Key Decisions and Deadlines

By Jamie Bosse Whether you are working, retired, or somewhere in between, this is the time of year to evaluate your health care options for next year.  Many employers do their company sign-ups in the fall and there are several deadlines to be aware of if you are on...

Retirement Planning: Investing in Your Health

By Matt Starkey Do you have $400,000 ready for health care costs?  When people plan for retirement, we often think about the stock market, potential returns, and what our future retirement expenses might look like. It may be pretty easy to calculate future expenses...

Investing vs. Spending Your Time: Apply Money Principles

By Joni Lindquist If I asked you how you spend your money, you could probably answer with an honest amount of precision.  But if I asked you how you invest your money, your answer would be very different – because spending money and investing money are two very...

Financial Planning: Countdown to Baby

By Patrick Amey “Honey, we are having a baby!!!”  The emotions that follow these words range from elation to terror.  Elation from the joy that staring and raising a family will bring to your life.  Terror from the prospect of what starting and raising a family will...