By Yann Kostic from the June 2013 Edition Everywhere you turn these days, it seems as if someone is telling you that now is the best time to invest in gold. Should you consider it? Historically, gold has been considered a “safe haven” in times of economic, financial and geopolitical instability. This is certainly the […]
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By Yann Kostic from the May 2013 Edition If you’ve received a tax refund this year, or if you expect to receive one next year, what is your plan for the money? One option is buying a long-awaited luxury, but financially astute investors know there are alternatives that might be more beneficial in the long […]
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By Yann Kostic from the April 2013 Edition If you’re unhappy with the amount of taxes you’ve been paying on your investments, you might want to start planning now so that next year you maximize the money going into your pockets and minimize that going into Uncle Sam’s. Here are some tips: •Make all capital […]
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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 March 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 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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