Author: Jane Mepham, CFP®

Investing on a work visa

Can I invest While Overseas on a Work Visa? Our Smart Investing Strategies

May 17, 2023 3 Comments

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.

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money lessons from my mother

You Know What My Mother Taught Me About Money?

May 9, 2023 No Comments

My mother grew up in a very male-dominated society, where girls had to do extra to make it. She wanted her girls to have a better shot at this thing called life than she did. To accomplish this she embarked on a lot of life lessons, especially on money matters.

In this post, I discuss the three money lessons she taught us, in honor of Mother’s Day.

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Unique Financial Planning Strategies for immigrants

Essential Financial Strategies for Immigrants in the US

April 7, 2023 1 Comment

What financial planning strategies do you need if you are foreign-born (immigrant) or a foreign national?”

If you are one of the 45 million foreign-born individuals now calling the US home, you have specific financial planning needs that go beyond what a traditional financial planner offers.

Read on for strategies that will allow you to maximize your US resources and your worldwide assets while staying tax compliant.

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Top Roth IRA Mistakes To Avoid

Avoiding Critical Roth IRA Mistakes: Expert Guide

March 14, 2023 1 Comment

Everybody is keen to have a Roth IRA account, but messing up with the rules can be very costly.

You still have time to make a ROTH contribution for 2022. But please, don’t make the following mistakes as you make the contributions.

If on a work visa, please pay special attention to the last point.

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How to Prepare for a Layoff on a Work Visa

February 9, 2023 2 Comments

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.

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Getting back on your feet after being Laid Off on a Work Visa (H-1B, L-1, TN, O-1)

Recovering from a Layoff on a Work Visa: Action Plan

January 26, 2023 5 Comments

My biggest job fear when I got into the tech industry on an H-1B visa was that I could be let go at any time.

Sadly this is an issue facing many foreign-born nationals, currently in the US on various work visas. If this happens to you, here are some steps that may help you get back on your feet quickly.

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