Give what you want, avoid tax. You may be in the position to avoid tax and help out your children or grandchildren, you might be the favorite family member. Your …
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A Will- The 7 Biggest Mistakes
It’s never pleasant to think about death or a will but smart preparation for the inevitable event is essential for people of any age. The size of your estate should …
Retirement Savings- How New U.S. Legislation Affects Them
Secure Act 2.0 attempts to reduce roadblocks to retirement savings Many Americans, concerned about retirement savings, believe that the Social Security program will run out of money before they retire. …
2023 Rings in with Markets Eyeing the Fed’s Next Move
Markets-Despite some progress in the battle to cool down core inflation, the U.S. Federal Reserve (Fed) remains sharply focused on the fight as a rocky 2023 begins. While the U.S. …
2023 Investing is a Whole New Game
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 …
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 …