by Hui-Chin Chen, CFP® | Last updated Sep 29, 2020 | 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 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 Aug 6, 2020 | Published on 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...
I'm Hui-chin Chen, a globetrotter & certified financial planner helping you manage your finances from afar and on the go.