By Peggy Creveling, CFA, and Chad Creveling, CFA
Creveling & Creveling protects its clients’ privacy. The following is a fictitious example designed to demonstrate the type of financial decision-making required to achieve financial security and does not refer to any specific case.
John is a single American expatriate, age 45, living and working in Bangkok. Until recently, he has not been in a position to save...