By Peggy Creveling, CFA and Chad Creveling, CFA | To help Americans living overseas with filing their 2023 U.S. taxes, here is an updated checklist of some of the various forms that may be relevant.
By Peggy Creveling, CFA and Chad Creveling, CFA | Although it may not be common to have problems with a brokerage or custodial account, fraud and bankruptcies can and do happen. These types of issues may occur more frequently in the offshore world where regulators in the developed world may not have a handle on the various players and where money is being channeled through tax havens, but they can also happen in larger or better-regulated markets.
By Peggy Creveling, CFA & Chad Creveling, CFA | Recognize the signs of the 'Investment Group Imposter' scam and protect your investments from fraudsters.
By Chad Creveling, CFA & Peggy Creveling, CFA | To help you thrive in 2024, here are financial resolutions to consider as you start a year. If you start at the beginning and aim to knock off at least one each month, by the end of the year you'll be on much firmer financial footing.
By Peggy Creveling, CFA and Chad Creveling, CFA | From the art of longevity to the intrigue of art theft, our 2023 book list offers a range of fascinating reads for your holiday leisure.
By Chad Creveling, CFA & Peggy Creveling, CFA | While investors recognize that markets fluctuate, many don't realize how the sequence of those fluctuations can make or break a retirement plan. A deeper look into the order of returns reveals its crucial impact on your long-term financial stability.
By Chad Creveling, CFA & Peggy Creveling, CFA | Global lifestyles, dual citizenship, and increased regulatory burden on overseas Americans are all causing a greater number of expats to consider giving up their U.S. citizenship. Before making such a permanent move, it pays to know the rules and consider all the ramifications.
By Chad Creveling, CFA & Peggy Creveling, CFA | Retirement funds falling short is a real threat for expats unaware of how to generate income from their portfolio. Understand the connection between withdrawal rates and your retirement time horizon.
By Peggy Creveling, CFA & Chad Creveling, CFA | Owning a home overseas can be a good decision, but it is also one of the biggest financial decisions an expat will make. As such, it is not a choice to be made lightly or without some careful thought.
By Chad Creveling, CFA and Peggy Creveling, CFA | How much will you need to retire overseas, and how should you invest to achieve that goal? A retirement portfolio the equivalent of US$1 million might seem to be more than enough, but, unfortunately, US$ 1 million doesn’t go as far as it used to.
By Peggy Creveling, CFA and Chad Creveling, CFA | For those millionaires living overseas who are wondering if they have saved enough to retire, we provide some considerations to help you in your financial decision-making.
By Chad Creveling, CFA & Peggy Creveling, CFA | Use these tips to help simplify the management of your finances, save time, and remove stress so that you can focus on the more enjoyable aspects of expat life.