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5 Tips to Achieve Your 2016 Financial and Career Goals

By Joni Lindquist Setting goals is often the first step in making progress toward success.  Actually accomplishing those goals is even more important.  Here are 5 tips which help you as we kick off 2016: Simplify- sounds easy, never is. We often have too many goals...

Leadership Lessons from Lincoln

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...

Starting Out in Your Career? Avoid These 8 “’D”umb Mistakes

By Joni Lindquist If you are new or a couple years into your career, there are things you should be doing and other things you should avoid.  Unfortunately, your college education doesn’t always prepare you for some of the basics for building a successful career. ...

Financial Planning: Joni’s Turning Points

When Stewart walked into my office with his Turning Points article for the KHC blog, it naturally prompted me to think about the turning points in my life.  They all hinge on my human capital, with financial implications that followed. The first major turning point in...

Teamwork Pays Off

By Stewart Koesten As comprehensive wealth managers, our firm’s advisors often guide clients on how and when to engage other professionals in their financial planning endeavors. Wealth managers, attorneys, tax professionals, insurance agents and others form a “team”...