Keep Track of Investment Accounts
Financial institutions might consider your account abandoned and turn it over to the state. Make sure you interact with your money & valuables.
Reconstructing a Financial Plan
What does dismantling and reassembling a farmhouse have to do with cross-border wealth planning? More than you would ever imagine!
For Americans by Americans
When considering a cross-border financial planner or investment manager to help guide your family as a US tax-connected expat, what should you look for?
March Madness & 529s
March Madness and 529s? Investing in a tax-advantaged 529 early and having the benefit of time in the market vs timing the market allowed a family to create memories.
Financial Planning for Expats
Financial planning for expats involves assessing financial goals such as investment strategies, tax efficiency, insurance coverage, estate planning, and long-term financial security.