IDAHO GIVES week
April 30, 2024
IDAHO GIVES begins this week. It runs for 4 days April 29th – May 2nd. This is an opportunity to support your favorite local charity
Blog: Invest in You
Are You Leaving Your Employer? What do you do with your Retirement Funds?
April 23, 2024
You are leaving your job for a job with a new employer. Or you are retiring. What do you do with your retirement funds? You
Being Grateful Year Round
April 8, 2024
I’m walking in a graveyard this morning. It’s the closest, peaceful place to walk – right next door to the hotel where I am staying.
IRA Contributions: 4 Rules That May Surprise You
March 26, 2024
Have you made your IRA contributions for the year? There is still time. Here are 4 rules you want to be aware of when making
Avoiding Mistakes in a Divorce
March 12, 2024
Even in an amiable divorce, emotions can run high. Keeping focused on a path forward, emotionally, mentally and financially is important. A common place for
Cyber Hacking on the Rise
February 27, 2024
In our own lives we have had a few incidents of cyber hacking. My personal data has been breached at two different organizations. With the
Preparing Your Adult Children for Inherited Wealth
February 13, 2024
Most children learn the ins and outs of responsible wealth-building from their parents. As kids grow, simple conversations about saving and spending often branch out
The Most Predicted Recession That Never Was…
January 23, 2024
85% of economists predicted a recession for 2023 – it was a matter of when – summer or end of the year. What we experienced
What is Your Guiding Word for 2024?
January 9, 2024
Take a moment of reflection. What did last year look like? What would you like to see be different — How would you like to grow?
Visualize what you want the coming year to look like. You may even want to create a dream board. What is the pattern of words that are emerging?
Planning a “Golden” Retirement for a Longer Lifespan
July 31, 2023
Advancements in healthcare, exercise, diet, and quality of living have transformed retirement from the end of one’s life into the beginning of an exciting new