How to get Tax Free Wealth in Retirement
Nothing is certain but death and taxes, unless you’re a billionaire or if you read the book, Tax-Free Wealth^1. The latest revelations of...
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How a falling dollar creates portfolio opportunities
The decline of the US dollar was a surprise to those who thought the strength in the US economy would be reflected in the dollar, as this...
First week after Brexit leaves thousands of expats in the cold
When we thought there was enough chaos this week something a little less known but also chaotic was the impact of Brexit on many expat...
California’s firestorm and its financial future
The complex fires are devastating California, which so far burned more than 1m acres. It has destroyed my father’s home in Vacaville,...
The emerging risks of ESG investing and our awesome responsibility
American investors, the world’s wealthiest, have an awesome responsibility to promote our values throughout the world by being diligent...
Protecting yourself as an expat against a falling U.S. dollar
Dollar strength is a big deal for expats who rely on income from their portfolio and Social Security benefits, which are based in USD....
Covid-19 resources for small business owners and sole proprietors
There are two Covid-19 related resources for sole proprietors and small businesses that can be applied for now. This comes after the CARE...
Year-end tax tips
This is the second year of the so-called, “Trump Tax Cuts” aka Tax Cuts and Jobs Act, enacted at the beginning of 2018. Controversies...
Gigs for the prospective retiree
If you're facing retirement, the only thing worse than the risk of being bored in retirement is the lack of funds keeping you from doing...
What to look for during Medicare open enrollment
Medicare open enrollment is from October 15 – December 7 and, if you’re 65 and over, now’s the time to see if you should enroll for the...
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