ELGON FINANCIAL BLOG
Where Should My Next Dollar Go? (Free Download)
Where exactly should you next dollar go? Saving, investing, vacation, insurance, buy a house etc?
In this post, i’m providing you a nice FREE flowchart that you can use to answer that specific question.
H-1B Visa New Job? How to Succeed Financially
When you start a new job on a work visa, like H-1B, there are some key things you should do to ensure financial success. In this post, I’m providing a free resource (eBook) that addresses the top things to do to ensure a great financial start in your new job.
Roth IRA Demystified – Answering The Most Common Questions On The Account
Everybody seems to be aware of Roth IRA accounts, but not always sure about some of the minute details. In this post, I answer some of the questions I get from clients and prospects on the Roth IRA
Can You Name Overseas Guardians For Your Minor Kids? (Updated)
The courts have a plan for taking care of your minor kids if you pass away, become incapacitated or get deported from the US.
How do you ensure that it you can have overseas guardianship to protect your kids?
Critical Financial Planning For Expats On Work Visas (Video)
What does it take to be successful in the US as a foreign national on a work visa?
Is the American dream still alive?
A fascinating conversation with fellow expat planners on this two issues.
(Includes video)
Major Financial Moves To Make As A New Parent
A new baby can uppend your whole life, the key thing is to be fully prepared for it.
Some critical financial moves to make as a new parent. They’ll allow your family to thrive and enjoy the new baby experience.
How To Avoid Transaction Fees On Your Overseas Summer Trips
Overseas summer travel plans can be completely ruined by excess, and unnecessary fees.
Read on for strategies to avoid this fees.
If On A Work Visa, Should I Invest In 401k And Other Special Accounts?
One of the questions I get all the time is how to invest in the US stock market using special accounts like Roth IRAs, HSAs, 401ks, 529, etc. on an H-1B or other work visa (L-1, O-1, H1B1, TN, and E3)
This is keeping in mind that work visas are by nature temporary non-immigrant visas and technically the holder is expected to depart the US after the work assignment.
The post is a summary of a more in-depth technical, nerdy paper written for advisors on the Nerds Eye View Blog by Michael Kitces.