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Make The Most of 2021

COVID-19 hampered so many of our plans for 2020 that the promise and potential of a new year feel a bit more special this January 1st. But having a renewed excitement to take control of the things we can control and make real changes in our lives isn’t enough to make...

Lessons Learned in 2020 Guide Our 2021 Plans

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...

Familiar – The Antidote to Abnormal

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...

Three Financial Tips Before You Travel Abroad

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...

Choosing A Place To Live Abroad

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...