-
May 7, 14 •
1676 Views •
Financial Planning •
Jamie Bosse •
No Comments
By Jamie Bosse Kids know what money is at a very young age, but don’t necessarily understand what it means, or what it can do. Throughout the year, your child may receive money for various reasons. They may get cash for birthdays, holidays, baptisms,...
-
Apr 9, 14 •
2566 Views •
Career Planning, Financial Planning •
Joni Lindquist •
No Comments
By Joni Lindquist Many new parents face the same dilemma – Should one of us stay home and take care of the kids instead of working outside the home? There are many factors that influence this decision, including the financial vs. emotional impact of this...
-
Apr 2, 14 •
2023 Views •
College Funding, Estate Planning, Financial Planning •
Jamie Bosse •
No Comments
By Jamie Bosse Congratulations! You will be welcoming a little bundle of joy into your household! A million things are running through your mind, what will the new baby look like? What will we name him or her? How will our lives be different? I...
-
Mar 24, 14 •
1779 Views •
Career Planning, Financial Planning, Life Planning •
Joni Lindquist •
No Comments
There was a great front page article in the USA Today by Janice Lloyd recently regarding the increasing number of seniors who choose to keep working rather than “retiring.” What better way to avoid problems in your financial plan than to keep working!!...
-
Mar 10, 14 •
2091 Views •
Career Planning, Financial Planning •
Joni Lindquist •
No Comments
By Joni Lindquist A foundation of a successful personal financial plan is your income – what you earn during your working years, which leads to the amount of money you can save and then invest. Yet, often the focus tends to be on investments when we...
-
Feb 10, 14 •
2135 Views •
Career Planning, Financial Planning •
Joni Lindquist •
No Comments
By Joni Lindquist Your human capital is critical to your overall success in building financial wealth and achieving life goals. Effectively managing one’s human capital is a key component to avoiding a retirement gap later in your life. What is human...
-
Jan 6, 14 •
1575 Views •
Financial Planning, Insurance •
Lucas Bucl •
No Comments
By Lucas Bucl Wealth protection is an important component of any financial plan. I believe the most overlooked area of wealth protection for a working person is disability insurance. Depending on which study read, about 30 percent of working adults will...
-
Nov 27, 13 •
1664 Views •
Financial Planning, Retirement Planning •
Stewart Koesten •
No Comments
By Stewart Koesten I’ve learned quite a bit about various heating and cooling systems (HVAC) recently. The financial advantages, that is the cost of various systems compared to the benefits (tax credits and utilities savings) derived from these more...
-
Nov 20, 13 •
3170 Views •
Financial Planning, Retirement Planning •
Jamie Bosse •
2 Comments
By Jamie Bosse The average person is liable to spend up to one-third (i.e. 30+ years) of their life in retirement. The sooner you start planning for it, the better off you will be! Many companies offer full-time employees the opportunity to save for their...
-
Nov 4, 13 •
1517 Views •
Financial Planning •
Matt Starkey •
No Comments
By Matt Starkey Shifting taxable income to other family members, usually children or grandchildren, who are in lower tax brackets is generally considered a time-tested tax planning strategy as it may reduce overall taxes for your family. But this could be...
