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5 Non-Financial Planning Tips for Retirement Happiness

By Joni Lindquist When business executives start planning for retirement, they tend to focus on the money.  But a happy retirement is more than just having enough money.    While 79% of people planned to work in retirement, only 29% are actually working in retirement...

5 Steps for Designing Your Life

By Joni Lindquist One of the questions I hear most often as a financial planner and career coach is: How do I know if I’m making the right decisions now to get to where I want to be in the future?  An exact answer would require a crystal ball, which I haven’t been...

Millennials: 5 Tips for Surviving in the Workforce

Ask anyone over the age of 50 who they think of when they hear the word, “Millennial.”  They may likely respond:  Justin Bieber, Johnny Football, their unemployed 28-year-old son who still lives at home, or the pink-haired, heavily-inked barista at the coffee shop...

9 Questions to Assess Your Career Progress

By Joni Lindquist We hear often from clients who are either dissatisfied with their career arc or who wonder if they are where they should be in terms of career projection.  As a financial and career coach, my answer is “it depends.”  I encourage people to NOT compare...

Got Financial Fears? 3 Ways to Calm Them

By Patrick Amey According to a recent study by Northwestern Mutual, 85 percent of American adults suffer from financial anxiety.   Unexpected expenses cause the most concern, everyday costs are a close second, followed by the fear of not being able to retire.  While...