Throw out the old rule book 2023 investing-saying goodbye to 2022 isn’t too hard for most investors, as the once-ascending stock market came crashing down to eliminate much of the …
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2022 Expat Trends
How has the pandemic affected expats? A monumental shift of expat trends happened during the pandemic: we started appreciating life. The old adage “work to live; not live to work” …
U.S. Expats: Know Your Healthcare Responsibilities
No matter where you go, it will be different than in the U.S. As U.S. expats, Americans move to other countries for many reasons. One of them may be the …
Your Best 2023 Resolution: Retirement Fitness
It’s the biggest gift you can give yourself Does your New Year’s Resolution have you dreaming of a new car? Or a fabulous seaside vacation? How about a stunning home …
Bonds: Say Hello to an Old Friend
It may be time to give bonds another chance In times of uncertainty, the things we’ve always counted on become even more important to us. Bonds have been used as a steady …
All Ages Benefit from Post-Pandemic Workforce Changes
Many are the ‘unretired’ The last few years have seen seismic changes to the processes we once thought well-established. One of the ‘givens’ was the way people entered the workforce, worked to …
Retire Abroad for less than $2,000 a Month?
Want to retire abroad? As inflation, rising interest rates and economic uncertainty look to continue well into 2023, more US and UK retirees living on a fixed income are finding …
Aisa International and OpesFidelio Awards 2022
Showcasing global achievements in best practices in every aspect of business, wealth management firm Aisa International, has been crowned “Best in Investment Planning” in International Adviser’s Best Practice Adviser …
Financial Planning Affects All Generations
Be smart with family finances Is this how you envision financial planning: The eldest living members of a family, probably the grandparents, sit with a financial advisor, an attorney, and …
Why Is Retirement Saving Harder for Me Than It Was for My Parents?
It’s not your imagination Your parents and their generation arranged retirement saving so they could cease work in their early 60s, then retire in their own home with an adequate …