by Stewart Koesten | Jan 21, 2021 | Featured
Buying or renting a long-term “holiday home” residence in another country requires planning on many fronts. A holiday home is a home purchased in another country where the owner intends to reside for part of a year and perhaps renting it out when not used personally. ...
by Jessi Chadd | Jan 15, 2021 | Career Planning, Featured, Inspiration Everywhere, Life Planning, Life Transitions
Monday we celebrate Dr. Martin Luther King JR. When I look at our calendar, there are not a lot of people who get a whole holiday to be celebrated. When I look at the common thread among those that get a whole day to be celebrated, whether it be Presidents,...
by Joni Lindquist | Jan 11, 2021 | Featured, Financial Planning, Inspiration Everywhere, Life Planning, Life Transitions
COVID-19 hampered so many of our plans for 2020 that the promise and potential of a new year feel a bit more special this January 1st. But having a renewed excitement to take control of the things we can control and make real changes in our lives isn’t enough to make...
by Jessi Chadd | Jan 4, 2021 | Featured
We are in that magical time of the year where we decided we need to change almost everything about ourselves. Yes, it is New Year’s Resolution Time! January 1st hits and we start to think about what we will resolve to change this next year. A resolution is a firm...
by Jessi Chadd | Dec 28, 2020 | Career Planning, Featured, Inspiration Everywhere, Life Planning, Life Transitions
When I am working with clients who are going through a big life change like the passing of a loved one, divorce, or retirement, there is a common feeling among them. This is not normal. Nothing feels normal. What is normal anyhow? And yet, they all talk about getting...
by Stewart Koesten | Dec 15, 2020 | Estate Planning, Featured, Life Planning, Life Transitions, Retirement Planning
Great News! You have decided you want to spend some time in another country. There are a number of things to discuss with your financial planner to understand how the added expenses of traveling abroad fit within your annual budget, and whether your planned travels...
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 Jamie Bosse | Nov 10, 2020 | Career Planning, Featured, Financial Planning, Life Planning
Amidst the Coronavirus pandemic, there has been a spike in fraudulent unemployment insurance claims filed using stolen identities. People learn about the fraud when they get a notice from their state unemployment benefits office or their current (or former) employer...
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 Lucas Bucl | Oct 28, 2020 | Estate Planning, Featured, Financial Planning, Investments, Life Planning, Life Transitions
Introduction Steve Kraske This is Up To Date on KCUR on 89.3 I’m Steve kreski. How would a contested election impact your finances? We’ve been here before. That was back in 2000, when the race between al gore and George W. Bush went into extra...
