by Hui-Chin Chen, CFP® | Last updated Jul 20, 2018 | Published on Jul 16, 2018 | Americans working abroad, Global Living Basics, Organize, Plan, Systematize
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...
by Hui-Chin Chen, CFP® | Last updated Jul 20, 2018 | Published on Jun 14, 2018 | Advanced Global Planning, Americans working abroad, Investing, Tax Planning
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...
by Hui-Chin Chen, CFP® | Last updated Jul 20, 2018 | Published on Jun 6, 2018 | Advanced Global Planning, Globetrotters working in the US, Investing, Tax Planning
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...
by Hui-Chin Chen, CFP® | Last updated Jul 20, 2018 | Published on Apr 11, 2018 | Investing
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,...
by Hui-Chin Chen, CFP® | Last updated Jul 20, 2018 | Published on Mar 30, 2018 | Advanced Global Planning, Americans working abroad, Investing, Tax Planning
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...
by Hui-Chin Chen, CFP® | Last updated Jul 20, 2018 | Published on Mar 8, 2018 | Advanced Global Planning, Americans working abroad, Risk Management
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....
by Hui-Chin Chen, CFP® | Last updated Jul 20, 2018 | Published on Feb 8, 2018 | Advanced Global Planning, Americans working abroad, Tax Planning
TCJA (the new tax bill that will take effect in 2018) is now law for two months. While there is plenty of media coverage on how it might impact the global economy, you might be wondering how TCJA impacts Americans working overseas – aka someone like you and me....
by Hui-Chin Chen, CFP® | Last updated Jul 20, 2018 | Published on Dec 13, 2017 | Advanced Global Planning, Americans working abroad, Investing
If you are considering working, retiring, or marrying overseas, you must have questions about how to best manage your financial affairs back in the US. In the second post of this series I’ll call “what to do when I move overseas”, we will discuss what to do with your...
by Hui-Chin Chen, CFP® | Last updated Jul 20, 2018 | Published on Nov 29, 2017 | Money and the heart
Do you want to build wealth? In modern society, we seem conditioned to say yes to this question. Who wouldn’t want to build wealth? Build is a positive verb, implying that we work hard to create something that lasts. And wealth sounds better than money, like it...
by Hui-Chin Chen, CFP® | Last updated Jul 20, 2018 | Published on Oct 30, 2017 | Money and the heart
Long-time readers of this blog would probably remember that I mentioned the concept of Mental Accounting before. To put it simply, it’s our human tendency to characterize our economic resources in “buckets”, and we naturally presume that what are within these buckets...
I'm Hui-chin Chen, a globetrotter & certified financial planner helping you manage your finances from afar and on the go.