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
Investing For Nonimmigrant Visa Holders: Understanding Visa Types, Investment Challenges, Tax Implications
Kitces
How advisors are using podcasts to educate, engage and win clients
Financial Planning
11/18/24
7 Things Retirees Can Be Thankful for This Year
US News & WOrld Report
VIEW ARTICLE
09/4/24
Relocating retirees want lower costs of living and better lifestyles
CNBC Finance
VIEW ARTICLE
08/19/24
Financial Pros Say Everyone Needs An Emergency Plan
Wealth of Geeks
VIEW ARTICLE 08/01/24
Working remotely from a cruise ship? Here’s why the IRS still expects taxes
CNBC Finance
VIEW ARTICLE
05/19/24
About To Become An Empty Nester? Read These 10 Money Tips First
Mindfully American
VIEW ARTICLE
02/12/24
Don’t Ruin Your FIRE Strategy with International Tax Compliance Issues
FAANG FIRE
VIEW ARTICLE
01/23/24
A Prospect’s First Visit – Nightmare or Start of Something Beautiful
VettaFi
VIEW ARTICLE
11/17/2023
How to Draft a Will
YOUR MONEY GEEK
VIEW ARTICLE 08/16/2023
FIRE Planning While on Visa
FIRE Planning While on Visa
07/19/2023
Experts' tips for maximizing your savings today
CBS MONEY WATCH
07/18/2023
How much can you earn with today's top savings accounts?
CBS MONEY WATCH
06/16/2023
the most important factor to consider when selecting a life insurance policy
MONEY GEEK
06/12/2023
the main differences between term and whole life insurance
MONEY GEEK
06/01/2023
How to Celebrate Immigrant Heritage Month
