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 If your house burned to the ground tomorrow, would you be able to recite the entirety of its contents room-by-room for your insurance claim? Probably not – I know I wouldn’t be able to! People tend to fill up the living space they have with...
By Stewart Koesten To be successful mixing finances and family, remember to follow these three tips: Involve both spouses Educate your children Communicate openly about issues 1: Both spouses should be in the know. Having one spouse handle most family financial...
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 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...
