By Joni Lindquist, CFP® Good news! Multiple studies show that we are living longer and are healthier for longer. In research done by Oeppen and Vaupel (2002), it documented that the life expectancy has been increasing two to three years every decade. That means if...
By Jamie Bosse The 4th of July isn’t only about BBQs, hot dogs, and fireworks – each year we are actually celebrating our independence from Great Britain and the formation of the United States of America. As a financial planner, I urge my clients to plan for...
By Pat Amey Every year, I am invited to 3 or 4 weddings and I love attending them. I’ve noticed a few trends lately and thought I would put together some financial concepts for engaged couples to consider as they tie the knot. Wedding Statistics An annual survey by...
By Patrick Amey Spring is here, summer weather has begun (in many places), and graduation time has arrived. Across the country, students are finishing their high school, college, and even graduate school lives, after years of hard work, stress, and excitement....
By Jamie Bosse Know what your means are: It is difficult to live within your means if you don’t know what your means are. Make sure you know exactly what is coming in and what is going out every month. If your salary is $100,000 a year, that doesn’t mean you get...
