IN THE MEDIA

We are regularly quoted in the media. Check out the most recent features below!

I enjoy sharing my financial planning and wealth management knowledge for foreign-born families and foreign nationals on work visas and those in tech with financial advisors in the industry and other consumers.

Below are a few of my favorite media/press appearances.

Articles + Media Quotes

Kitces.com logo
Investing For Nonimmigrant Visa Holders: Understanding Visa Types, Investment Challenges, Tax Implications

Kitces

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US News & Word Report

11/18/24

7 Things Retirees Can Be Thankful for This Year

US News & WOrld Report

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CNBC

09/4/24

Relocating retirees want lower costs of living and better lifestyles

CNBC Finance

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08/19/24

Financial Pros Say Everyone Needs An Emergency Plan

Wealth of Geeks

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CNBC

08/01/24

Working remotely from a cruise ship? Here’s why the IRS still expects taxes

CNBC Finance

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05/19/24

About To Become An Empty Nester? Read These 10 Money Tips First

Mindfully American

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02/12/24

Don’t Ruin Your FIRE Strategy with International Tax Compliance Issues

FAANG FIRE

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01/23/24

A Prospect’s First Visit – Nightmare or Start of Something Beautiful

VettaFi

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money geek logo

11/17/2023

How to Draft a Will

YOUR MONEY GEEK

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08/16/2023

FIRE Planning While on Visa

FIRE Planning While on Visa

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cbs money logo

07/19/2023

Experts' tips for maximizing your savings today

CBS MONEY WATCH

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cbs money logo

07/18/2023

How much can you earn with today's top savings accounts?

CBS MONEY WATCH

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money geek logo

06/16/2023

the most important factor to consider when selecting a life insurance policy

MONEY GEEK

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money geek logo

06/12/2023

the main differences between term and whole life insurance

MONEY GEEK

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06/01/2023

How to Celebrate Immigrant Heritage Month

DIVERSITAS

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03/16/2023

Affordable Housing - Public, Subsidized, and Low-Income Housing Explained

Redfin Blog

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