Making good financial decisions on the move
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Resident Country Exit Planning Checklist
Another summer transfer season is here. I’m happy to report that after moving from one country to another every summer since 2015, this year we are staying put. This summer instead of updating my moving overseas checklist (from the US perspective), I am presenting a...
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Make 401(k) contributions as a self-employed American expat
If you are a self-employed American expat, you may be wondering what is the best way to save for retirement. As a US citizen, you are well aware of the US tax liability that follows you for the rest of your life. Short of giving up citizenship, what can you do to...
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Should I contribute to 401(k) or IRA as a visa holder?
Having moved to the US after college, I know a lot of first generation immigrants who came to the US to pursue professional degrees or to work on their visa. Almost everyone, after getting the first paycheck, would have this same question – should I contribute to a...
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4 steps to building an effective household financial system
Marriage is a partnership. Your spouse is your financial partner. Together you run a household financial system. That may not sound very romantic, but it’s a reality we seldom focus on. A few weeks ago I had an interesting conversation with a friend, which sparked the...
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What are your financial habits?
What are your financial habits? During the last few years of marriage and transferring from one country to the next, I developed a few habits of my own that you might be able to relate to: #1: Think long and hard before purchasing what is not immediately consumed....
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What do you take with you?
Four weeks, 6,518 miles of air travel and 5,312 miles of cross-country excursion later, we are back “home” – or at least close to where we will be for the next 11 months. During our travels, I saw this exhibition in the California Trail Interpretive Center that echoed...
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Financial Planning
How to plan for your finances and engage in professional guidance
International Transactions 101
How to move your currencies around the world with ease at lower cost
Moving and Living Overseas
How to get your finances in order while moving and living overseas
Rethink Investing
How to think about your investments and what they mean to you beyond picking stocks
Retirement Planning
How to plan for post-working life while working around the world
Smart Decision Making
How to make better financial decisions with insights from behavioral research