How the SBA can help you buy real estate
If you have a profitable business of at least two years and want to buy commercial real estate for your business, the Small Business...
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How this startup is taking on Wall St
Two of three floors in a building in Chelsea, Manhattan, there are standing desks, dogs, and cold brew on tap. This is Betterment HQ, the...
A financial checklist for relocating to the U.S.
As U.S. companies struggle to find local talent, they continue to import labor from overseas. There are just not enough software...
Want to reduce your taxes? Buy muni bonds
As tax season winds down, many people were surprised to receive a tax bill and are now bewildered about what to do next. The Tax Cuts &...
Surprised that you got a tax bill? You are not alone
Many people are surprised to learn they are going to be paying more tax this year. This is thanks to the recent tax law changes, the Tax...
Replacing your investment property tax-free (1031 exchange)
If your investment real estate is sitting on a comfortable gain, you may be wondering what you can do with this new found wealth. Simply...
Expat without a retirement plan? Here’s a solution.
If you’ve moved overseas to open a business or to work for another company you may be wondering how you can contribute to a retirement...
EU rules block investors from buying ETFs
Rules that went into effect January 1, 2018, set out by the European Commission, “Mifid II,” prevent investors in the European Economic...
Year-end tax tips
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...
What to consider during Medicare open enrollment
It's Medicare open enrollment and if you’re 65 or older, this applies to you. The deadline to make changes is December 7th. Here are some...
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