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Jan 18, 17 •
1079 Views •
Career Planning, Financial Planning, Life Planning •
Joni Lindquist •
No Comments
As we head into the New Year, it’s always a great time to reflect and set new goals. I’m not a big fan of resolutions, but I do believe having goals helps people get motivated and stay focused. It gives them a challenge or purpose. In the interest of...
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Jun 27, 16 •
711 Views •
Financial Planning, Life Planning •
Lucas Bucl •
No Comments
When it comes to juggling the many tasks of our daily lives, couples tend to adopt a division of labor. And while all couples and families differ, the “divide and conquer” method may be the most efficient. However, it is vital that both partners...
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Feb 10, 16 •
1391 Views •
Financial Planning •
Patrick Amey •
No Comments
Congratulations, you have been named a partner at your law firm. If you have joined a big law firm, this may have been your goal from the day you began, the reason that you sacrificed nights and weekends to bill 2,000-plus hours each year, the reason that...
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Feb 18, 15 •
1487 Views •
Estate Planning, Financial Planning •
Joni Lindquist •
No Comments
As the world has moved digital, most of us now own a variety of digital assets. These include photos on our phone or iPad, music, social media pages, and our e-mail accounts. When it comes to financial planning, the question is arising: what happens to...
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Dec 10, 14 •
1283 Views •
Estate Planning, Financial Planning, Retirement Planning •
Jamie Bosse •
No Comments
No one likes to think about their own demise, but let’s face it – there is a 100% chance that we are going to die at some point. We all plan for long and healthy lives, but we do not get to choose how much sand is in our proverbial hourglass. If the...
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Aug 11, 14 •
1755 Views •
Financial Planning, Life Planning •
Stewart Koesten •
No Comments
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” to...
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Mar 28, 14 •
1315 Views •
Financial Planning, Life Planning •
Stewart Koesten •
No Comments
In a way, flying an airplane is a lot like financial planning and there are lessons to be carried over that one could consider. Take for example, the busy time between starting the aircraft’s engines to leveling the plane at cruise altitude to begin the...
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Mar 19, 14 •
2068 Views •
Career Planning, Financial Planning •
Lucas Bucl •
No Comments
With the economy rebounding, more people are thinking about starting a business. First, you need a great product or service idea. Now what? Here are five key planning steps to consider when starting a business. 1. Write a Business Plan – Once you have...
