The Pros and Cons of Dual Citizenship: Is it Worth It?
Becoming a citizen of another country can be a very appealing prospect. Many countries offer benefits to citizens that are …
Watch Out for These Common Scams Targeting Widows
No matter how prepared you may be, the loss of a beloved spouse is bound to leave you reeling. Unfortunately, …
How Financial Life Planning Can Help Your Life (and Finances) Make More Sense
It’s not all that uncommon for people to go through life without ever stopping to consider exactly what kind of …
Maintaining Relationships During an International Move
When life declares it’s time for a move, you may worry about losing touch with the very people that help …
What Updates Should You Make to Your Estate Plan After Your Spouse Dies?
You should review and/or update your estate plan whenever any significant changes happen in your life. As you reassess your …
Moving Out: The Expat’s Guide to International Financial Planning
Moving from one neighborhood to another is a stressful endeavor. Packing, getting a moving truck, enlisting help for moving day, …
Common Reasons People Don’t Want to Work with an Advisor
As a financial advisor, I’m always interested in what financial planning pain points bring people into our office. Sometimes they …
Clarity in the News: What to Do If Your 401(k) Plan Has High Fees
Our own Kim Hall was quoted in U.S. News and World Report‘s recent article, “What to Do If Your 401(k) …
Moving Abroad Financial Questions: What You Need to Know Before Moving Out of the U.S.
As I sit down to write this, I just got off the phone with my mom, who moved to Australia …
A Financial Guide After the Loss of Your Spouse
The loss of a spouse comes in many forms, but many of the challenges are the same. Whether your spouse …
