by Stewart Koesten | May 3, 2021 | Estate Planning, Featured, Life Transitions, Retirement Planning
Imagine this: After being cooped up in your home during the winter and being unable to travel anywhere, you decided you had had enough and began to think about spending your time differently. Perhaps you would spend the winters in Florida, working remotely, enjoying...
by Jessi Chadd | Mar 12, 2021 | Estate Planning, Featured, Financial Planning, Insurance, Investments, Life Planning, Life Transitions
As our country continues to be impacted by the COVID 19 pandemic, The American Rescue Plan Act of 2021 was signed into law on March 11, 2021. While you have likely read about this Act by now, we wanted to provide you with the areas that might be of most interest to...
by Stewart Koesten | Mar 11, 2021 | Estate Planning, Featured, Financial Planning, Life Planning, Life Transitions, Retirement Planning
Congratulations! You’ve made the decision to buy a holiday home abroad. You decided to buy rather than rent because you plan to use the home often, or because you think renting is throwing away money (not the case). Perhaps, you think there is some financial...
by Stewart Koesten | Feb 8, 2021 | Estate Planning, Featured, Financial Planning, Inspiration Everywhere, Investments, Life Planning, Life Transitions, Retirement Planning
Living abroad doesn’t necessarily mean owning a property abroad. In fact, renting is a terrific way to live in a lot of different places over time without the hassle of buying and selling real estate. It’s also a great way to figure out where you want to own property,...
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...
