by Hui-Chin Chen, CFP® | 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® | 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® | Aug 7, 2017 | Advanced Global Planning, Americans working abroad, Investing
Whether you are an American becoming an expat, or a long-term US resident heading to another country, you probably have asked the following questions: What should I do with my US investment accounts when I move overseas? Am I allowed to keep my accounts open? Can I...
by Hui-Chin Chen, CFP® | Apr 23, 2017 | Advanced Global Planning, Americans working abroad, Tax Planning
Many US expats utilize Foreign Earned Income Exclusion (FEIE) to lower their US tax liability. As US citizens, we have the privilege to support their government with taxes even when we do not live in the US. The good news is that if you genuinely established a home...
by Hui-Chin Chen, CFP® | Apr 25, 2016 | Advanced Global Planning, Americans working abroad
Are you struggling with what to do with your student loan payment after becoming a trailing spouse? If so, you are not alone. Though my family doesn’t have any student loan balances anymore, I’ve come to know many men and women receiving their professional and...
I'm Hui-chin Chen, a globetrotter & certified financial planner helping you manage your finances from afar and on the go.