Tag: International Planning

The PFIC Problem

Whether you are a young executive planning your first move overseas or a high-net-worth individual retiring in another country, there are many financial matters to consider when moving abroad. No matter how many years someone has spent outside the [...]

By |2019-08-14T19:46:08+00:00June 25th, 2019|Blog|Comments Off on The PFIC Problem

Investing as an American Expat

Increasingly, American citizens are moving overseas to advance their careers, to retire abroad, or for family reasons. Living in another country is exciting but brings forth many new challenges. This includes adapting not only to a new culture, but [...]

By |2019-08-15T20:48:25+00:00January 4th, 2019|Blog|Comments Off on Investing as an American Expat

Five Financial Planning Tips For Those Expecting

You’re in week 39 of your pregnancy. You’ve read every “How To” book for new parents.  You found a crib, a stroller, and this car seat rated 4.97 stars on Amazon that could withstand a nuclear war.  You baby-proofed [...]

By |2019-07-15T15:16:06+00:00December 19th, 2017|Blog|Comments Off on Five Financial Planning Tips For Those Expecting