Dollar strength is a big deal for expats who rely on income from their portfolio and Social Security benefits, which are based in USD. This was a trying year for the dollar is its index dropped 10% from the March high as the government initiated majo...

There are two Covid-19 related resources for sole proprietors and small businesses that can be applied for now. This comes after the CARE Act which was past a couple weeks ago, the Treasury has issued new guidance and banks are only now implementing...

You wouldn’t know it by going to a coffee shop but coffee prices are actually freefalling. In the L.A. coffee shop that I frequent, an espresso costs $4.11, including taxes. I have it in mind to explain to them that the wholesale cost of their coffee...

The Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed late last year and set in motion real changes for how you will manage their retirement going forward. Here is a break-down of the changes and thoughts for managing the...

Depending on your needs, the financial services industry’s got you covered. What may be less obvious is the know with all of what you actually may be in need of. Knowing that there are two general avenues of services that you can hire, whether it fin...

It’s common to hear that we’re “overdue” for a recession. 11 years after the Great Financial Crisis, we’ve only seen double-digit growth in most years, and an eager willingness to conform to this sense of false reality. Now, suddenly, news breaks out...

Those who live in Europe know all about enjoying the good life. Less is known about the complexity and limitations of investing. If you’re an American and also a resident of Europe, you're still subject to US tax-filing requirements. Here are some st...

If you’re in the market to buy a house, you may have noticed the skyrocketing high prices and the enormous barrier to entry. Buying a house in a major U.S. city has become unaffordable for most people, especially if it’s a first purchase. What’s the...

Rules that went into effect January 1, 2018, set out by the European Commission, “Mifid II,” prevent investors in the European Economic Area from investing in U.S. domiciled exchange-traded funds (ETFs), among others. Americans living in Europe are a...

As we come to a close on another gyrating year, when it comes to tax tips, this time it’s different. With the launch of the Trump tax plan January 1, 2018, the “Tax Cuts & Jobs Act” implemented material changes. One significant example is that it rem...

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