Purpose In Retirement One of the most important questions we help our clients answer is, “What’s the money for?” After all, if the purpose of your financial plan was just to keep growing your nest egg, then the best financial strategy would be...
A favorite post from 2014: By Joni Lindquist With another Presidents ’ Day upon us, now is a good time to reflect on the leadership genius of Abraham Lincoln. There are few leaders who dealt with more stressful situations than Lincoln. The book Team of Rivals by...
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