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Jul 26, 17 •
263 Views •
Financial Planning •
Matt Starkey •
No Comments
What to look for and what’s not important If you are shopping for a financial planner, you need a good checklist of questions to ask. You want someone who works for clients like you – and who is financially wise. If you are looking for an individual or...
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Jun 26, 17 •
319 Views •
Life Planning •
Joni Lindquist •
No Comments
By Joni Lindquist Emotional Intelligence (EQ) is the ability to be aware of your own emotions, the emotions of others, and then use this information to manage yourself to build strong relationships. While you need to be technically proficient at what you...
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Jan 18, 17 •
1283 Views •
Career Planning, Financial Planning, Life Planning •
Joni Lindquist •
No Comments
By Joni Lindquist 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....
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Jun 27, 16 •
875 Views •
Financial Planning, Life Planning •
Lucas Bucl •
No Comments
By Lucas Bucl 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...
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Feb 18, 15 •
1614 Views •
Estate Planning, Financial Planning •
Joni Lindquist •
No Comments
By Joni Lindquist 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:...
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Dec 10, 14 •
1426 Views •
Estate Planning, Financial Planning, Retirement Planning •
Jamie Bosse •
No Comments
By Jamie Bosse 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...
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Aug 11, 14 •
1932 Views •
Financial Planning, Life Planning •
Stewart Koesten •
No Comments
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...
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Mar 28, 14 •
1459 Views •
Financial Planning, Life Planning •
Stewart Koesten •
No Comments
By Stewart Koesten 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...
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Mar 19, 14 •
2253 Views •
Career Planning, Financial Planning •
Lucas Bucl •
No Comments
By Lucas Bucl 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 –...
