by Joni Lindquist | Nov 18, 2021 | Career Planning, Featured, Financial Planning, Inspiration Everywhere, Life Planning, Life Transitions, Retirement Planning
Purpose In Retirement One of the most important questions we help our clients answer is, “What’s the money for?” After all, if the purpose of your financial plan was just to keep growing your nest egg, then the best financial strategy would be...
by Joni Lindquist | Oct 28, 2021 | Estate Planning, Featured, Financial Planning, Investments, Life Planning, Life Transitions, Retirement Planning
Three Ways To Avoid The Downside Of Retirement When it comes to retirement, it’s easy to dream about the perks: sleeping in, traveling, reading a good book, playing golf––name your fantasy. Even if your retirement is fully funded, the reality can be far less...
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 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,...
