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The Foreign Earned Income Exclusion (FEIE) is one of the most effective ways for expats to limit or even avoid the affects of double taxation. Paying less in taxes means keeping more money in your pocket. We walk you through everything you need to know.
Read MoreAs college prices and the burden of student loans continue to rise, so does the need to be diligent about education planning. As parents (and grandparents), starting a 529 savings plan is one of the most beneficial ways to help ease the burden in funding your child’s education.
Read MoreIt can be a stressful time if your H-1B visa status is up in the air. Whether you lost your job, you are waiting on an extension approval, or you are reaching your visa’s limit, there are a number of things to prepare and figure out. While it may not be the first to come to mind, knowing what to do with your financial accounts should be one of these things! Especially if you end up needing to leave the country, you will be faced with some important decisions on where to keep your assets. Luckily, we can help.
Read MoreFor most US citizens, contributing to an IRA seems like a simple decision. However if you are an expat, an American living abroad or a foreign citizen living in the US, simple money questions like “Can I even open this account?” begin to feel more complex.
Read MoreIt is not uncommon, especially for higher income earners, to accumulate more cash than expected after paying all expenses and covering all “normal” savings goals, like retirement, vacations, and college. What should you do with extra money saved? If you are an expat, an American living abroad or foreign citizen living in the US, you may have more to think about when deciding what to do with accumulated cash.
Read MoreIf you are considering working with a financial advisor, you are probably curious about their investment philosophy. Does it align with your own? How might your investments change if you were to hire an advisor? Is their investment philosophy simple and easy-to-understand or filled with technical jargon and language that you don’t understand?
Read MoreAbout 44.5 million Americans quit their jobs last year, which is about 28% of all workers in the country. No matter whether you leave your place of work voluntarily or involuntarily, finding a new job is often a stressful process. Not only does leaving a job mean you have to find a new one, but you also need to figure out what to do with the retirement plan from your previous job.
Read MoreThe meteoric rise in home prices combined with average mortgage rates that have more than doubled has made buying a new home next to impossible for many buyers, and not just first-time buyers. Existing homeowners that locked in a low mortgage rate at pre-2021 prices may have a difficult time moving without significantly downgrading their living situation.
Read MoreOwning real estate can be a great financial investment or, if you are buying a home for your family, an investment in your future. Not only does real estate typically appreciate in value over time, the income it produces can provide extra money for you and your family now and in retirement.
Read MoreIn June of last year, inflation hit 3.05% and has bounced around in the 3% range ever since. The Federal Reserve’s increasingly controversial 2% inflation target looks like it could be further away than some were imagining. The Atlanta Fed President has said the central bank should only cut rates once this year, and it is still possible the Federal Reserve does not cut rates at all in 2024. Interest rates may be higher for longer than expected.
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