Educational Materials for Expats

In a letter sent to clients on 6/15/2020, Thun Financial indicated that they are in the process of being sold to Creative Planning, L.L.C. Creative Read More
A crucial part of financial planning for many families is constructing an effective insurance solution to ensure that their long-term goals can be met, even Read More
cares act prescription bottle
The most important item to note for American expats is that being abroad will not disqualify you from eligibility for the Coronavirus Aid, Relief, and Read More
observation tower
Life insurance is one of the most important, but often least understood, tools for financial planning, especially as it relates to estate planning. However, its Read More
two people talking
Keith Poniewaz, our Director of International Advisory Services, was quoted by the American Expat Financial News Journal on the merger between Schwab and TD Ameritrade Read More
leaning tower of pisa
In addition to our announcement regarding the account closures for Italy and France for retail customers, we wanted to include an additional FAQ regarding account Read More
a padlock that says Brexit
According to a variety of sources and emails from Schwab, it seems like Brexit has started affecting financial services in a variety of ways. Charles Read More
Bull with different currency signs
One of the challenges for expats that leave the United States and want to invest elsewhere is that the traditional investment options available to them Read More
Gifting and Cross Borders Estate Planning
One of the more complicated aspects of financial planning and wealth management for Americans outside of the United States is managing the distribution of their Read More
IRA Contributions for Expats
Years of advice on retirement have left many Americans convinced that the only way they can save for retirement is through an IRA or a Read More
currency for expats
A very important item for U.S. expat investors to understand in their investing lives is currency; moreover, it is an area where a full understanding Read More
FATCA is the “Foreign Account Tax Compliance Act” passed by the United States government in order to eliminate (primarily high net worth) Americans using offshore Read More


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