by Kim Hall | Feb 8, 2023 | Retirement, risk
Will I run out of money in retirement? As an advisor, we are asked this question more often than anything else, although it’s not always worded this way. “When should I claim Social Security? What’s the best tax strategy in retirement? How long should I keep working?...
by Kim Hall | Oct 13, 2022 | International Financial Planning
Did you know that about 40 million people living in the U.S. were born in another country? That’s about 20% of all migrants in the world. If you’re reading this article, you’re probably considering joining those millions stateside and moving to the U.S. Last week, we...
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...
