By Yann Kostic from the April 2013 Edition To make a comfortable retirement possible in Mexico (or anywhere for that matter), proper financial planning is crucial. You need to know your sources of income, the amount you can expect to receive from each source and whether those sources are likely to last throughout your retirement […]
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By Yann Kostic from the February 2013 Edition Some people believe they risk losing some or all of their money by investing. But did you know that not investing could be even riskier? Let’s say a 35-year-old has decided to invest for her retirement and is putting $750 a month (a total of $9,000 a […]
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By Yann Kostic from the January 2013 Edition Living in retirement isn’t always life at the beach, even in Manzanillo or Puerto Vallarta; it requires an understanding of key financial issues and careful planning, as well as a close, positive relationship with your financial advisor. For a stress-free retirement, here are three of the most […]
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By Yann Kostic from the December 2012 Edition Don’t get trapped by the ‘Wash-Sale’ Rule! In today’s volatile markets, you may be tempted to buy and sell some securities, especially in light of the U.S. “fiscal cliff” everyone is talking about. If you do, you’ll want to keep in mind the so-called “wash-sale” rule. According […]
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By Yann Kostic from the November 2012 Edition Estate tax might be changing in future, but that doesn’t mean you should postpone estate planning. Here are five estate-planning tasks to consider In Ajijic for limited engagement checking off your to-do list now. • Update your beneficiary designations. If you’ve completed beneficiary designation forms for your […]
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By Vivian Molick from the October 2012 Edition Underlining with a Little ‘Zing’ in MS Word When you’re creating a document in Word and wished there was something with a little more zing than the typical ‘bold, italic or underlining’ to jazz things up a bit, what is there to do? I use Word for […]
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By Yann Kostic from the October 2012 Edition Although Bush-era tax cuts may be extended again this year, over the long term, higher taxes are more than likely. Is your portfolio ready? If not, it’s definitely time to prepare. By historical standards, today’s tax rates on investments are low. Long-term capital gains and stock dividends […]
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By Yann Kostick from the September 2012 Edition Are you getting close to retirement or have you already retired? If so, it is likely you have more than one retirement plan. You’re not alone. Many investors have multiple retirement plans; unfortunately they believe that having several plans makes it difficult to calculate required minimum distributions […]
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By Yann Kostick from the August 2012 Edition You have heard of dollar cost averaging: the process of making investments at regular intervals over time. But have you tried it? You may find it worthwhile because it can be an effective investment strategy. Dollar cost averaging establishes discipline; you build a habit of regular investment […]
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