Knowledge

As the new year approaches, reflect on finances and take actions—retirement, tax efficiency, and estate planning—to level up in 2026.

When it comes to insurance, it is possible to have too much, too little, or just the right amount. Read more about acquiring optimal coverage.

The One Big Beautiful Bill (OBBB) was signed into law on July 4, 2025. It included many tax changes. This explores the top 10 considerations for expats.

How much money do you need to retire? It is a question that many people wonder, particularly as retirement looms.

The Residence-Based Taxation for Americans Abroad Act details a plan to shift the US from citizenship-based taxation to residence-based.

Moving abroad comes with changes and surprises. It is essential to be aware of them beforehand in order to have a smooth transition and thrive.

With the upcoming start of the new year, it is a good time to reflect on the last 12 months and set financial goals for 2025.

How does does cross-border estate planning work? This dives into the considerations and what documents are needed.