Pre Takeoff Briefing

I recently began flight training for my private pilot license. It’s great fun and something I have wanted to do since I as a kid. It’s exciting to learn something completely new and get answers to questions I have had for years. I enjoy being in the air of course, but...

Efficient vs. Effective

I have recently been dealing with a noise in coming from the front end of my Ford Explorer. I am frustrated because the vehicle is now back for third time to correct the issue, with two separate service centers. I am frustrated because if the tech had simply taken...

Leave it or Roll it.

Our topic today is Leave It or Roll it!? Which deals with what to do with your retirement plan when you leave your employer. It’s very common in our practice to work with clients who are transitioning jobs or, who have decided to retire. An important decision that...

Realtor Jayne Thorsen

Saving for a real estate purchase is a common objective we help our clients to plan for, and achieve. A new home, a rental property or maybe a vacation home are goals many of our clients are working towards. In this Episode of Planning Makes it Possible we talk to...

Recent Market Volatility

In this episode we discuss the recent market volatility and the steps clients can consider in dealing with the short term fluctuations of the capital markets. Podcast: Play in new window | DownloadSubscribe: Android |...