Should I create a trust for estate planning? This is a question that’s coming up a lot, as trusts have been sold as the answer to everything. In this post, we answer the questions, but we start by helping you understand trusts, what they are, what each of the trusts do.
By the end, you’ll have a good idea of whether you should create a trust or not.
In today’s post, I discuss some of the considerations for retiring overseas, as quoted in Investopedia.
Read on to find out what group you are in, as you plan for retirement overseas.
Summer Vibes – All we want to do is hang out at the beach, visit with family and spend a ton of time outside. But it’s also the perfect time to complete a midyear financial review.
This post details, some of the items that will benefit greatly from the midyear check. We also include new free resources (downloads) that will help you on your journey.
What is equity compensation? This is a 101 guide for immigrants and foreign nationals on work visas with equity compensation. I address NSO’s, ISO’s, RSU’s ESPPs and Performance Stock Units.
In this intro guide – we discuss the characteristics of each, the tax treatment of each type and what to watch out for with each type.
Your short-term money (0 -3 years) is very different from your long term money (10-15 years +).
The priority is to keep that money liquid, and easily accessible. Next you want that money to keep up with inflation. Now if you can can get some interest of top of that, that will be awesome.
In this post we describe all the place you can invest your short-term money and how to think about your emergency fund.
Good financial planning will ensure you are well-prepared for when bad things happen.
If you are on a work visa, and you get laid off – you have 60 days to find another job or leave the country.
In this post, I provide a list of things you can do ahead of time to avoid having to scramble last minute if laid off.
In today’s post, I’ll discuss how to grow your wealth in the US via investing in the stock market when on a work visa. The work visas in question are H-1B, O-1, L-1, E3, TN, and H1B1, even though the most common one, due to the numbers given out, is the H-1B.
I talked to my kids about money starting with the day they tried making a fuss at the store about something.
It’s very interesting to hear of this experiences from my youngest. In this guest post, she details what she remembers about those money lessons and the impact they have had on her. Very interesting.
If I receive gifts from overseas, what taxes am liable for?
What are the tax considerations for receiving gifts from overseas families when you live in the US and you are a tax resident?
If I own foreign rental property, do I have to include the income when I file my US taxes? The answer is yes, although it depends on your tax residency status. Read the rest of the post for the details on how you go about figuring this out and what to do with your foreign rental income.
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