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Latest from the Blog

How to create a financial go plan

This week I received a request from another financial planner to write about how immigrants may plan for financial exit from the US. Facing the new but yet to be clear immigration policies in the US, you may have a fear of being pushed out that your US born friends...

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Living with Intention

It's been a wonderful chatting with Jodi Harris at WorldTree Coaching. Through out this year we spoke extensively about how we feel and adapt to a globetrotting life, from dealing with fear, creating a home abroad, to building flexibility and habits. Through our...

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Featured Posts

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

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