How A Certified Financial Planner Can Help Improve Your Financial Wellbeing

One of the hardest things about being a Certified Financial Planner™ Professional (CFP®) is explaining what we are all about. After all, the term “financial planner” is vague. It is easier to start by saying what we are not: stockbrokers! Still, when we meet a prospective client for the first time, the first questions are […]

Can Someone Just Please Answer My Question?!

Everyone craves certainty in the answers to our questions. And expatriates have lots and lots of questions! However, in an international context it often seems that one, apparently, simple question results in different answers, often contradictory. Tell me, how are we supposed to make the best decision under those circumstances? Below you will find a […]

Our Expat Journey Begins

Earlier in my career, I traveled around the world as a technical expert for the U.S. delegation that negotiated the ISO standard for financial planning, ISO 22222.

Five Tax Traps for Americans Living Abroad

Living the life of a U.S. expat has many advantages but dealing with the U.S. tax system is not one of them. Unfortunately, while the whole tax situation can be confusing under the best of circumstances, in an international context it can be downright confounding. Below are 5 U.S. tax traps for the U.S. expats. […]

Escape Out of Control Costs

You moved abroad to escape out of control costs, crummy weather, the rat race, etc., but you cannot escape U.S. taxes if you are a U.S. citizen or resident. Complicating matters, the U.S. and scores of foreign jurisdictions now automatically share taxpayer information with each other. Seen another way, you can run, but it is […]