• Services
    • Financial Planning
    • Investment Management
  • Resources
    • Clear & Concise Blog
    • Retirement Q&A
    • Free Tools
    • In the Media
  • About Us
  • Contact Us
  • Client Login

Jeremy Kisner

Mobile Menu
(877) 975-7400
|
STRATEGY SESSION
  • Services +
    • Financial Planning
    • Investment Management
  • Resources +
    • Clear & Concise Blog
    • Retirement Q&A
    • Free Tools
    • In the Media
  • About Us
  • Contact Us
  • Client Login
Generic selectors
Exact matches only
Search in title
Search in content
Search in posts
Search in pages
questions

Category: Bucket List Travel

Bucket List Travel

Why Exchange Rates Matter When Traveling Abroad

Why Exchange Rates Matter When Traveling Abroad

Over the past week, I was in Barcelona and Valencia, Spain. I was dropping off my 13-year-old daughter, Chloe, who will be living in Valencia and attending public school for a semester. She is super-excited and a bit nervous. Anyway, I thought this was a good opportunity to update this article on exchange rates. The …View Article

The Best Way To Buy, Sell or Rent a Timeshare

The Best Way To Buy, Sell or Rent a Timeshare

If you think cars depreciate quickly, you may be shocked by the resale prices on timeshares. The first mistake people make is thinking their timeshare is an investment. It’s not. They almost never appreciate or generate income. A timeshare is more like a pre-paid vacation. The salesperson may tell you differently, but the long list …View Article

Vacations: Why Don’t We Take More of Them?

Vacations: Why Don’t We Take More of Them?

The Kisner family spent this past week vacationing in Silicon Valley and San Francisco. We were determined not to waste Spring Break sitting around the house like we did last year. Angela and I were partially motivated by the avalanche of research showing that money spent on experiences buys significantly more happiness than money spent …View Article

Snowbirds: Making Two Residences Affordable

Snowbirds: Making Two Residences Affordable

A couple of weeks ago when we were traveling, my wife told me she could never live in Malibu. “It’s too cold here,” she said. I thought that was funny, but let’s face it, the Kisners have never been accused of being a hearty crew. Nevertheless, many Americans really do live in ridiculously cold climates, …View Article

Retiring Abroad: 5 Popular Destinations

Retiring Abroad: 5 Popular Destinations

Spending vacations abroad is becoming increasingly popular. International travel grew 8% from last year, which means that almost 67 million Americans traveled outside the U.S. The most popular travel destination for Americans is Mexico. We all love a good vacation, but have you ever considered extending your vacation permanently and retiring abroad? Retiring abroad has …View Article

Cruise Ship: How They Make Money

Cruise Ship: How They Make Money

A cruise industry trade group (CLIA) forecasts that over 22 million people worldwide will take a cruise this year. That is the largest annual total ever, but still a relatively small number, which equates to roughly 4% of the traveling public. The key to moving cruises from a niche vacation option to the mainstream is convincing people who have never been on a cruise before to take one.

Bucket List: Ideas on Travel Destinations

Bucket List: Ideas on Travel Destinations

I love to travel and I also love to hear about the amazing trips our clients are taking.  This got me thinking about the countries that should be on my (yet to be compiled) Bucket List of travel destinations. I am open to suggestions if anyone would like to share their favorite places. Where are …View Article

RECENT POSTS

  • Capital Gains Taxes – How to Pay Less
  • Finding Ideal Retirement Jobs
  • Retirement Jobs: Do you want to keep working?
  • Social Security – What If It Goes Bankrupt?
  • Dollar Cost Averaging: When Should I Invest This Money?

JEREMY KISNER, CFP

Jeremy is a lover of all things finance. He likes to play poker, go camping, and practice yoga, but he loves to talk economics and investment strategies even more.

Make sure to read his book, “A Good Financial Advisor Will Tell You” and check out an article quoting him in Barron’s or The Wall Street Journal.

CATEGORIES

  • Bucket List Travel
  • Estate Planning
  • Featured
  • Insurance & Annuities
  • Investing
  • IRAs & Qualified Plans
  • Kids & Family
  • Mortgages & Debt
  • Personal Finance
  • Real Estate
  • Retirement Planning
  • Social Security
  • Taxes
  • That's Interesting

Jeremy Kisner Wealth Management

2425 E. Camelback Rd, Suite 885
Phoenix, AZ 85016
(480) 485-8822

CLEAR & CONCISE FINANCIAL ADVICE®

Get our Clear & Concise Financial Advice newsletter. Learn from our weekly insights in 3 minutes or less. We only send one email per week and promise to never share your email address.
© 2018 | Surevest Inc., DBA Jeremy Kisner Wealth Management, is a Registered Investment Advisor | Privacy Policy | Disclosure