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 Stewart Koesten | Mar 29, 2021 | Featured, Life Planning, Retirement Planning
Planning For Travel Today – Three Ways To Plan Flexibility It should come as no surprise that I am big on planning. That’s why we started to plan our 2021 trips in the throes of the COVID-19 Virus pandemic last year. Like many, all our travel plans in 2020 were...
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 Jessi Chadd | Feb 23, 2021 | Career Planning, Featured, Financial Planning, Investments, Life Planning, Retirement Planning
UPDATE: You now have until May 17, 2021 to fund these plans since the IRS tax filing deadline was extended At Aspyre Wealth Partners®, we partner with clients to help them live their best life! This means making incremental progress towards short term but also...
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...
