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Tax changes are headed our way and here's what you can do to prepare
President Joe Biden during his State of Union address insisted that taxes will be raised for only those earning $400k or higher. This...
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...
Ethical considerations of cryptocurrency
With the news from Tesla and Morgan Stanley investing in Bitcoin, driving its price 70% higher so far this year, investors are wondering...
How social media might affect markets the way it has politics
GameStop, a bankrupt company, had a 3,000% rise in its stock price this month as gamers banded together on social media to collaborate...
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...
Will social security run out?
You may see the alarming note on your latest social security statement saying that projected levels are not enough to sustain payouts...
How will the markets perform in this election?
This market is no stranger to volatility and it’s never been less so than in the month ahead of a Presidential election. In 2016, when...
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,...
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...
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