Blog

Money Mindsets, Habits, and Behaviors

by Tracy Latona | What if I told you that taking control of your finances would create more time for what matters most, money, peace of mind, and allow you to be the person you want to be? Would you believe… Read More

Three patterns that keep you in the paycheck-to-paycheck cycle

by Angie Carlson| Three patterns that are keeping you stuck in the cycle of living paycheck-to-paycheck(and steps you can take TODAY to change that). I understand how this can happen. Society tells us what is normal, so it’s easy to… Read More

The art and science of buying life insurance

Selecting a life insurance policy is both an art and a science. The “science” part is easy, and very commonly used. To calculate the coverage amount, consumers typically use a formula that factors in age and income, such as 12… Read More

It takes a team of professionals to take care of us

Suppose you had a friend who was complaining of heart pain. You would be concerned, and not hesitate to refer him to a doctor whom you knew would take good care of him. What about a relative who was getting… Read More

The Stay-At-Home Parent’s Guide to Buying Life Insurance

by Linsey Knerl | February 21, 2023 Whether you’ve always stayed home with the kids or you’ve recently transitioned to the important role of stay-at-home parent, you probably know how vital your work is to the health and happiness of… Read More

This statement about money is a lie.

by Angie Carlson|  “I am bad with my money” is not true. Nearly every conversation I have lacks some context with that statement. After we start talking about being “bad with my money”, every person can tell me at least… Read More

7 reasons why wealthy people need life insurance

Financial advisers and coaches frequently ask me if wealthy people need life insurance. Couldn’t they afford to self-insure? My answer is always this: sure they could self-insure, but why would they want to? Life insurance gives them tremendous leverage: every… Read More

Can I really trust myself?

by Angie Carlson| “Can I really trust myself to handle my money differently this time?” This is a question I was asked near the end of a consultation. While we wrestled through that together, some wise words were shared. “This… Read More

“I am young, healthy, and single. Should I still buy life insurance?”

Yes, you should. It’s all part of protecting your insurability, and thinking ahead. Don’t wait until you have responsibilities, dependents, and debts. You can’t assume you will be insurable tomorrow, and at a good rate. Here are some factors to… Read More

10 questions to ask your client about their life insurance

Financial advisers often ask me how to get the conversation started with their clients about life insurance. They know that odds are the client is not sufficiently covered, but need an effective way to broach the topic. Here are 10… Read More