April is financial literacy month – it’s a great time to teach kids how money works. One method is to use the “cost sharing plan”.
This is how my parents used the plan with us, and considering that I’m using it with my kids today, I have to admit it worked!
My interview with the Authority Magazine for their series immigrants success stories
If you own any cash or securities type of assets in a foreign country, you might need to file an FBAR at tax time. Your top questions on the topic answered.
According to IRS, as an immigrant you are either a resident or nonresident alien. Here is a way to figure out your exact tax status.
The immigrant’s journey is a marathon not a sprint. What’s your story and how does it affect your desired future state?
Can an H-1B Visa holder open a 529 college savings account for college?. Is it legal and are there any tax consequences to keep in mind, considering the holder’s immigration status?
What exactly does a Financial Advisor / Planner do anyway and how can they help you?
The U.S. is one of the very few countries that taxes citizens and green card holders on worldwide income, regardless of where they live. What strategies can immigrants use to minimize some of the tax liability?
Specific provisions for immigrants in the $900 billion Covid stimulus package
My why for starting a financial planning firm designed to serve immigrants including those on work visas.
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