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Moving Out: The Expat’s Guide to International Financial Planning

Moving Out: The Expat’s Guide to International Financial Planning

by Kim Hall | Aug 17, 2021 | International Financial Planning

Moving from one neighborhood to another is a stressful endeavor. Packing, getting a moving truck, enlisting help for moving day, changing utilities, updating the address on all your accounts—it’s enough to overshadow the reasons you decided to move in the first place,...

Clarity in the News: What to Do If Your 401(k) Plan Has High Fees

by Kim Hall | Aug 5, 2021 | Clarity in the News, Financial Planning

Our own Kim Hall was quoted in U.S. News and World Report’s recent article, “What to Do If Your 401(k) Plan has High Fees.” The fees you pay within your retirement account reduce your investment returns and could cost you tens of thousands of dollars...
Moving Abroad Financial Questions: What You Need to Know Before Moving Out of the U.S.

Moving Abroad Financial Questions: What You Need to Know Before Moving Out of the U.S.

by Kim Hall | Aug 3, 2021 | International Financial Planning

As I sit down to write this, I just got off the phone with my mom, who moved to Australia almost 10 years ago—long before I became interested in global financial planning. She was venting about a minor oversight from a decade ago that is still causing her frustration....
Preparing for an International Move: 4 Questions to Help You Get Started

Preparing for an International Move: 4 Questions to Help You Get Started

by Kim Hall | Jul 13, 2021 | International Financial Planning

Moving from one neighborhood to another is a stressful endeavor. Packing, getting a moving truck, enlisting help for moving day, changing utilities, updating the address on all your accounts—it’s enough to overshadow the reasons you decided to move in the first place,...
Our Brains, Mind Games & Investing

Our Brains, Mind Games & Investing

by Kim Hall | May 20, 2020 | Decision Making, Investing, News, Retirement, risk

Our Brains, Mind Games and Investing Hosted by Kay Dee Cole, CFP®, RLP®, CeFT® and Kim Hall, CFP®, RLP®, GFP® with Jay Mooreland, MS, CFP How does all this work?  Our video goes through some very thought provoking ideas that trick our brain. If you are interested in...
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