By Yann Kostic and Tom Zachystal from the August 2018 Edition Our tax situation changes as our life stages change, and losing a spouse is no exception. You may not want to consider taxes at such a difficult time, but when you’re ready, here are some tips that will help keep your tax bill to the legal […]
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By Yann Kostic and Tom Zachystal from the June 2018 Edition If you have been living south of the border for any amount of time, you already know that more and more people move to Mexico. But did you know that the average age is dropping quite quickly and that quite a few still own businesses NOB […]
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By Yann Kostic and Tom Zachystal from the May 2018 Edition Should you buy or rent property in Mexico? Should you choose a house Lakeside in Ajijic or an ocean-view condo in Manzanillo? Should you take that job offer or stay retired? Making sound decisions is one of life’s biggest challenges. If you’re not careful, you can […]
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By Yann Kostic and Tom Zachystal from the April 2018 Edition Back in the day, grandparents might have given their grandchildren small cash gifts for birthdays and holidays. Nowadays, however, with the cost of education rising and concern over job opportunities for recent graduates, grandparents may wish to pass on major assets to their children and grandchildren. […]
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By Terry Sovil from the March 2018 Edition 1971 was a turning point for the Port of Manzanillo. A new administration was introduced, smoothing relationships between workers and management/owners. The National Commission for Port Coordination was put in charge of worker assignments, assuring work was completed on schedule, obtaining equipment and increasing handling speed. It has […]
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By Yann Kostic and Tom Zachystal from the December 2017 Edition As free time shrinks, along with our tolerance for time-consuming, unpleasant household tasks, one recent study may have an answer: buy back your time. Results of the study appeared recently in PNAS, a scientific journal devoted to “cutting-edge” research. It was a collaborative effort […]
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By Yann Kostic and Tom Zachystal from the November 2017 Edition You have inherited a sum of money but have some concerns about how to invest it, as there are many options available to you. Traditional wisdom would be to invest any large sum of money using a method called dollar-cost averaging, which simply means […]
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By Yann Kostic and Tom Zachystal from the October 2017 Edition Ideally, we would all retire debt-free, but we are a nation of borrowers. As of December 2016, the average American household debt totals more than $135,000, according to a Nerd Wallet credit-card debt study. Credit card debt for the average household carrying a balance totals […]
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By Yann Kostic and Tom Zachystal from the September 2017 Edition Some companies use fear mongering tactics to sell living trusts to people who simply do not need them. So how do you know if you are really a good candidate for a living trust? The primary advantage of a living trust which is a legal […]
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By Yann Kostic and Tom Zachystal from the August 2017 Edition Many, if not most, investors do not have the expertise to make all their own investment decisions, and therefore would want to consider talking to a reliable financial advisor. While nothing can guarantee a financial advisor’s reliability, there are some things you can look for. […]
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