by Kim Hall | Mar 14, 2023 | Retirement, risk
Welcome to part two of our retirement risk series, where we’re bringing you tips and tricks to take your retirement planning to the next level. One question we’re often asked in retirement planning is, “Will I run out of money?” It’s a valid concern, especially for...
by Kim Hall | Mar 7, 2023 | Financial Planning, Taxes
It’s tax season – sorry, not a fun subject, we know. But we couldn’t resist this tax-themed trivia question that is a sure sign of the times. What percent of 2021 tax returns were “e-filed” (or filed online, as opposed to on paper)? Click your...
by Kim Hall | Feb 8, 2023 | Financial Planning
Anyone looking to buy a home, start a new business or break ground on a big project this year is probably aware of the rising interest rates associated with loans. While interest rates sure are high right now, they’re not the highest ever – which brings us to...
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...
