Category: Financial Planning

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    financial plan

    Blog

    How to Live a Fulfilling Life – Your Financial Plan Can Help

    It’s no secret that I think your life vision should be the core of your financial plan. A powerful life vision in conjunction with a well-thought-out financial plan can give you both the why and the how to live a fulfilling life. Read more

    financial checklist

    Blog

    Time for a Financial Checkup? Use My Financial Fitness Checklist

    We tend to spend a lot of time and energy thinking about how to make more money. We strategize on how to get a raise, or we dream of finding more lucrative investments. But we often forget the importance of a regular financial checkup. Read more

    joy factor

    Blog

    Struggling with Financial Discipline? Use the Joy Factor

    Saving money is kind of like exercising, isn’t it? It’s something everyone agrees is important, yet it’s so hard stay motivated! Financial discipline isn’t a skill we’re born with and we’re surrounded by a society that promotes instant gratification, so it’s easy to make excuses. But that only makes you feel bad, because you’re not saving money like you know you should. There has to be a better way! Read more

    couple planning

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    4 Secrets to Financial Planning for Couples

    As a financial life planner, there are times when I can feel the tension in the room when a couple doesn’t see eye-to-eye on a financial decision. Financial planning for couples can be difficult, especially since many couples simply don’t know how to talk to each other about money… so they avoid the subject. Then they walk into my office not realizing how completely out of sync they are with each other! Read more

    year end planning

    Blog

    7 Year-End Planning Tips from a Wealth Planner

    Published by Mark Petersen, Vice President Affluent Wealth Planning

    The holidays are upon us, so that must mean it’s time for year-end income tax planning, right? In the past, I would have said yes, but that changed 12 months ago when the Tax Cuts and Jobs Act (TCJA) of 2017 was passed. Read more

    Blog

    The 4 Pitfalls of No Plan

    There are some things in life you just can’t plan for: an unexpected illness, job loss, death of spouse, disability…While these major events can impact your life, having an effective game plan can help ensure that it doesn’t ruin your financial well-being. Read more

    Blog

    Improving The Traditionally Allocated Portfolio

    Published by Tyler Schlumpf

    We’re going to introduce a few mathematical concepts in this article that are crucial to building a portfolio. For those that are already moving their cursor up to the X in the right hand corner, just stick with it! These concepts, whether we choose to learn them or not, have a significant impact on the way we combine investments and are important to understand as we discuss portfolio construction. Read more

    Blog

    4 Simple Steps to Creating an Estate Plan

    Published by Beth Schanou, JD

    Most of the time, it feels like life is moving at the speed of light. I often feel my entire day, both at home and at the office, is spent in fast forward mode. As if it’s a race to get done as much as possible, I’m running from one thing to the next, all day long, and making sure every household member is fed, cared for, and attends school and their activities. Of course this includes the four-legged members of the family too. Read more

    Blog

    What is goals-based planning?

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