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 the things you want to do. Fortunately, as the saying goes, "you're not dead yet," and there are plenty of ways to generate some ext...

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 first time or make changes to your existing plan. Here’s a quick refresher for those that this applies:

Medicare Part A and B

First, yo...

As U.S. companies struggle to find local talent, they continue to import labor from overseas. There are just not enough software engineers, for example, in the U.S. to meet demand and it’s a boom for foreigners eager to have a career in the states. If you’re moving to...

So you're back from vacation and all you can think about is moving to Europe. Well, you're not alone. Roughly 1.6 million Americans live in Europe and are either working or are retired^1. There's no surprise that you can't just move to Europe, well, not at least withou...

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 strategies to help yo...

With the news consisting mainly of looming tariffs and movement toward a possible presidential impeachment, what was less apparent but something equally perilous was the European Union parliamentary elections taking place during the rise of populism not seen since WW2.

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Travel is an investment in life and should not be considered an expense. Corporate America is not known for its generous vacation time and there are other reasons why travel may not make the annual to-do list. World travel brings more than a check-mark to a bucket list...

 If you've lived and worked in both the U.S. and abroad, then you may have participated in two different social security systems. If this is the case, then you may see a reduced U.S. Social Security benefit due to the so-called Windfall Elimination Provision (WEP). Thi...

Financial planning clients and world travelers, Thomas Murphree and Frank Camacho, gave up solitary life in San Diego two years ago and haven’t stopped adventuring since. They have traveled much of the U.S., recently visited New Zealand, and are currently on an extende...

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 plan.  It's certainly not easy as rules range from limited investment options to not being able to contribute to an IRA unless your ea...

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(760) 537-0791

©2017 BY EUREKA WEALTH MANAGEMENT.

Eureka Wealth Management is a registered investment adviser in the State of California. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.