by Stewart Koesten | Nov 20, 2020 | Estate Planning, Featured, Life Planning, Life Transitions, Retirement Planning
Planning to live in another country, even for a short while, is an exciting idea and can be an opportunity to have great conversations with your partner and your advisors about the possibilities. As with all financial decisions, it is important to make sure you and...
by Stewart Koesten | Nov 6, 2020 | Estate Planning, Featured, Life Planning, Life Transitions, Retirement Planning
Do you know more than 6,000,000 Americans live abroad? There are many reasons for wanting to live abroad or even own property in another country. To facilitate business needs Reduce living expenses in retirement To invest in property overseas To own a vacation home in...
by Stewart Koesten | Apr 17, 2018 | Financial Planning, Life Planning
We used to think of financial success as a three-legged stool: Pensions, government benefits like Social Security, and personal savings. Today, pensions for many of our clients are rare, and government benefits have the potential to diminish as a percentage of...
by Stewart Koesten | Jul 31, 2017 | Estate Planning, Financial Planning
Will you be prepared? Will your family be prepared? That horrible phone call comes: A loved one is in critical condition. Or has passed away. You are a mom, dad, son, daughter, wife, husband, brother, sister, or dear friend. You must jump in and help. What now? Is...
by Stewart Koesten | Jul 5, 2017 | Financial Planning, Life Planning
By Stewart Koesten To be successful mixing finances and family, remember to follow these three tips: Involve both spouses Educate your children Communicate openly about issues 1: Both spouses should be in the know. Having one spouse handle most family financial...
