by Bill Holliday | Expat Financial Planning, Podcast, retirement planning
1 Assisted Living in Mexico The cost of assisted living in the US is incredibly high and can be out of reach for many people. The cost depends on where you are located and the level of care you need. The median cost (according to Genworth in 2021) is $4,500 per month... 
by Bill Holliday | Expat Financial Planning, Podcast, retirement planning
Subscribe: RSS We are going to look closer at some of the issues around retirement planning. Retirement planning is really about priorities: • When do you want to retire? • How much would you like to spend in retirement? • How much can you save before retirement? •... 
by Bill Holliday | financial advisors, financial planning, impact investing, retirement planning
Subscribe: RSS It’s helpful to know how much money you need to retire or how much income the money you have will provide in income. The 4% rule it’s an approximation to help with both questions. It states that: If you withdraw 4% of your initial retirement savings per... 
by Bill Holliday | financial planning
Subscribe: RSS This is just a rough guideline to get an idea if your budget is reasonable. The 50-30-20 rule for budgeting consists of: 50% of your income toward necessities (housing and bills) 20% financial goals (paying off debt or saving for retirement) 30% of your... 
by Bill Holliday | socially responsible investing
Subscribe: RSS We have received several calls regarding concerns about international investments because of the Ukraine/Russia war. It’s been a surreal two years; with Russia invading Ukraine just as it looked like we might be putting the COVID-19 virus behind us. The...