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...
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...
by Kim Hall | Mar 31, 2022 | Financial Planning, Investing, Retirement
So you’ve done the hard work and saved up some money for your retirement – now what? The foundation of any successful retirement plan is a solid saving strategy, but it can’t end there. With inflation rates continuously rising (now especially), money in your bank...
