Making smart financial decisions one journey at a time.

A Tale of Money Transfer from the US to China

You may have read my International Transactions 101 series on this blog. While I detailed how money transfers and exchanges actually happen in the back end of each service, I have not actually tried every single method personally. A while ago I’d had the opportunity...

A framework to manage your finances for global living

As we welcome the new year and leave the first 100 posts of this blog behind, I want to share with you something that has been on my mind. On this blog I’ve covered topics ranging from basic to advanced, from explaining details to compiling all-inclusive checklists....

How to visit the US for over 35 days and still exclude foreign income

One of the common discussions I have with US clients working overseas is how to exclude their foreign income from US taxation. Many people know about Foreign Earned Income Exclusion (FEIE) already, but are concerned about being able to meet the physical presence...

What do I do with Social Security when I move overseas?

Other than concerning 401(k)s, one of the most common questions I receive from clients moving away from the US is, “What do I do with Social Security when I move overseas?” The short answer is, nothing. Social Security is technically a government benefit program. Even...

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