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...
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...
