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American Rescue Plan Act Of 2021 – A Summary

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...

On Buying A Holiday Home Abroad – Six Steps To Get You There

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...

Five Things To Consider Before Renting In Another Country

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,...

Values-Based Financial Planning

Many people are discovering that their financial journeys are even more fulfilling when they align their plans with their values. These investing, spending, and giving strategies could help you grow your nest egg while also putting your values in action. 1. SMART...

Go Ahead, Dream A Little – Better Yet, Dream A Lot

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,...