by Joni Lindquist | Feb 17, 2022 | Featured, Financial Planning, Life Planning, Life Transitions, Retirement Planning
The Great Job Reshuffle What was once coined the “Great Resignation”, now appears to be more of a job re-shuffle, as people move to different jobs or careers. The pandemic has caused people to re-think what they want from work. Are you one of the people contemplating...
by Jessi Chadd | Jan 20, 2022 | Featured, Inspiration Everywhere, Life Planning, Life Transitions
New Normal or Next Normal – Recommit to Values In our previous post I discussed my love for a new year which really is my love for a new start. With a new start comes opportunity to reset back to normal. The holidays are wonderful but they throw off our...
by Jessi Chadd | Jan 6, 2022 | Featured, Inspiration Everywhere, Life Planning, Life Transitions, Retirement Planning
New Normal or Next Normal – Tips on Managing an Ever Changing Environment As we round out another year, I find myself looking back in gratitude and looking forward in hopeful anticipation. I love a new year. A fresh start. A chance to try again and get...
by Stewart Koesten | Dec 9, 2021 | Estate Planning, Featured, Inspiration Everywhere, Life Planning, Life Transitions, Retirement Planning
Traveling to Portugal Portugal is one of the most popular countries to visit right now. There are several reasons for that: It is easy to get to. The living costs there are low It is relatively safe It has the highest Covid19 vaccination rate in Europe...
by Joni Lindquist | Nov 18, 2021 | Career Planning, Featured, Financial Planning, Inspiration Everywhere, Life Planning, Life Transitions, Retirement Planning
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...
