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 Joni Lindquist | Sep 14, 2020 | Career Planning, Featured, Life Planning, Life Transitions, Retirement Planning
You have a steady job that pays the bills and puts your abilities to good use. You have loving relationships with your spouse, your children, extended family, and close friends. Your house provides enough space and security. Your golf league gives you a chance to...
by Joni Lindquist | Aug 24, 2020 | Career Planning, Featured, Financial Planning, Investments, Life Planning, Life Transitions, Retirement Planning
The need for generous people is at an all-time high right now. The pandemic has created economic and health care challenges that continue to stretch our resources. Millions of people are out of work, struggling to pay their bills and feed their families. Social...
by Angela Kreps | Apr 7, 2020 | Career Planning, Featured, Financial Planning, Inspiration Everywhere, Life Planning, Life Transitions, Retirement Planning
NOTE: The Coronavirus Aid, Relief and Economic Security (CARES) Act passed by Congress and signed into law by the president on March 27, 2020, is an extensive document with more than 800 pages of text. We are breaking down many of the aspects of the Act which...
by Angela Kreps | Mar 31, 2020 | College Funding, Estate Planning, Featured, Financial Planning, Life Planning, Life Transitions, Retirement Planning
This article was written in collaboration with Executive Chairman, Stewart S. Koesten, M.S.F.S., CFP®, CIMA® — Phase 3 of the fiscal stimulus plan just passed both houses of Congress and was signed by the President on Friday, March 27, 2020. The $2 Trillion...
