Author: Jane Mepham, CFP®

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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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 6 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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You don't have to be a millionare to need an estate plan

Do I Need an Estate Plan? 6 Reasons You Do

September 11, 2022 1 Comment

Do you know how to protect yourself if you become incapacitated? Do you know how to appoint guardians including international guardians? Read the post for answers to these questions, as well as an introduction to a new estate planning solution – Trust & Will

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