Making smart financial decisions one journey at a time.

Green Card is perhaps one of the most coveted pieces of plastic in the world. It allows its holder to live and work in the United States, the land of opportunity, with no restriction. Most Green Card holders don’t immediately think about the next step, which is...

Many of my clients earn and save in more than one currency. I often get asked the following: Should I keep large deposits in different currencies? When should I exchange one currency to the other? How often should I exchange? Before we answer those questions, it’s...

After discussing managing US company equity grants and US ESPP purchases, in this third installment around employee equity compensation for globally mobile employees, we’ll turn the table to how to manage foreign company equity compensation as a US taxpayer employee....

In a previous post, I addressed how to manage US company stock options or RSU when your US tax residency or physical location changes. However, I left Employee Stock Purchase Plans (ESPP) out of the discussion. The reason is that ESPP requires you to make the decision...