Latest from the Blog
4 mistakes you make when evaluating portfolio performance
As the markets become more volatile, more people are beginning to pay extra attention to their investment performance. It is human nature, even though not completely rational. When you perceive there is more likely to be loss, you want to avoid it. Nevertheless,...
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How Americans working overseas get tax-free investment income
As an American working overseas, do you know that you may not have to pay US taxes on your investment income? It came to me as kind of a surprise since we usually focus on how our earned income may be eligible for exclusion. I didn’t really think the IRS would want to...
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What to do with insurance when I move overseas
Whether you are adequately covered now, or have no insurance coverage at all, moving overseas may be one of the triggers for you to seriously look into your options. Nevertheless, it is also one of the areas that you are most likely to ignore when you plan your move....
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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