by Kim Hall | Oct 7, 2022 | Financial Planning
Each year, millions of Americans make the leap and move abroad to a new country. Among all the excitement, packing and job searching, financial planning often takes a back seat to other priorities. But an international move can actually have big impacts on not just...
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...
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...
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...
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...
