This article was originally published in the Kansas City Star on January 21, 2021 Usually, as we approach the end of the year, people start talking about “turning the page” and “putting last year in the rearview mirror.” But it’s likely that 2020 is going to stick...
When I am working with clients who are going through a big life change like the passing of a loved one, divorce, or retirement, there is a common feeling among them. This is not normal. Nothing feels normal. What is normal anyhow? And yet, they all talk about getting...
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...
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...
Amidst the Coronavirus pandemic, there has been a spike in fraudulent unemployment insurance claims filed using stolen identities. People learn about the fraud when they get a notice from their state unemployment benefits office or their current (or former) employer...
