EstateInvestmentRetirementTax The Snowbird Lifestyle and Things to Think About Yearning for warmer winters? Think about what it'd mean to leave your nest – temporarily…Theo DesmulierDecember 28, 2020
Asset ProtectionDivorceEstateInvestmentRetirementTax What to plan financially before, during and after filing for divorce One of my trusted partners, Arielle Brandt, Divorce Attorney, asked me to write an article…Theo DesmulierNovember 6, 2020
Asset ProtectionHigh Income EarnersInvestment Bonds : a commonly misunderstood asset class Why am I talking about Bonds right now? I usually have conversations with higher net…Theo DesmulierOctober 29, 2020
Asset ProtectionEstateInvestmentRetirementSavings Creating a Financial Plan : The Process If this year has taught us anything, it’s that anything CAN happen. Planning for emergencies…Theo DesmulierSeptember 23, 2020
InvestmentSavings Why Should You Invest? As you may already know if you’ve been watching my YouTube videos, my goal is…Theo DesmulierAugust 4, 2020
InsuranceInvestmentRetirementTax 5 things to know before investing in annuities and similar products As you may already know if you’ve been watching my YouTube videos, my goal is…Theo DesmulierJuly 23, 2020
Asset ProtectionInvestmentSavingsYoung Families Robinhood, E*Trade, Acorn, Stash : Things to know when using an app for your finances In today’s world, a lot of things are becoming easier. Investing with apps has become…Theo DesmulierJuly 8, 2020
Asset ProtectionEstateHigh Income EarnersInvestmentRetirementSavingsTax Book Review: The White Coat Investor by Dr. James M. Dahle, MD One responsibility of your financial planner is consistent education. The financial world is ever-changing and…Theo DesmulierJune 15, 2020
Asset ProtectionEstateInvestmentTaxYoung Families Things to know when choosing your Wealth Manager This article discusses types of wealth managers and the services they can offer you in-depth…Theo DesmulierMay 8, 2020
Asset ProtectionInvestmentRetirementSavingsTaxYoung Families Basic tools for Financial Security as an expat in the United States As a French expat living in the United States, I understand that there are many…Theo DesmulierMarch 20, 2020
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