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 Jessi Chadd | Mar 26, 2021 | Featured, Financial Planning, Life Planning
The Gift of the Gap: Aligning Spending with Values I feel safe in saying that we can see a light at the end of this pandemic tunnel and it is not a train speeding towards us. It has been a year since we went into lockdown to try and control the spread of COVID 19....
