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How to Make the Most of Your Money Script

How to Make the Most of Your Money Script

by Kim Hall | Sep 22, 2022 | Decision Making, Financial Planning, Tips for Saving

Close your eyes and think about money. What comes to mind? Are you swimming in a bath of Benjamins? Opening overdue bills? Scratching off a fresh lotto ticket? The answers to these questions can point you in the direction of your money script. A money script consists...
Investing in the Current Market: 10 Common Questions and Answers

Investing in the Current Market: 10 Common Questions and Answers

by Kim Hall | Jul 26, 2022 | Financial Planning

With increased inflationary pressures, increases in interest rates, and talk of a slowing economy, we feel it would be helpful to review some key questions clients often have about investing in a turbulent market. Maintaining proper perspective can help us overcome...
7 Ways to Get Your Finances in Order Before a Big International Move

7 Ways to Get Your Finances in Order Before a Big International Move

by Kim Hall | May 26, 2022 | International Financial Planning

A move abroad is both exciting and overwhelming. From finding a job to snagging a new pad and maybe even picking up a new language, you’ve probably got a to-do list a mile long. One item you don’t want to leave off your checklist? Financial planning.  Your financial...
Estate Planning 101: Making Sense of Digital Assets

Estate Planning 101: Making Sense of Digital Assets

by Kim Hall | May 13, 2022 | Estate Planning, Financial Planning, Organizing Your Finances, Protecting Your Assets & Credit

Estate planning isn’t anyone’s idea of a good time – but it’s one of the most important steps you can take to make the transition easier for your loved ones after you’ve passed on.  A big piece of estate planning that’s often overlooked is digital assets. Today, we’re...
Taxes All Done? Here Are 22 Ways You Could Reduce Your Tax Bill in 2022

Taxes All Done? Here Are 22 Ways You Could Reduce Your Tax Bill in 2022

by Kim Hall | Apr 21, 2022 | Taxes

When it comes to saving on your taxes, there are many long-term and short-term strategies you can use to reduce your next tax bill, and optimize your taxes for years to come.  While the best way to approach your tax-saving solution is to consult with a financial...
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