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 Peggy Creveling, CFA and Chad Creveling, CFA | Navigating U.S. taxes while living abroad? Use our updated checklist of forms relevant for Americans overseas to help with your 2022 tax filing.
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.
By Peggy Creveling, CFA and Chad Creveling, CFA | Here are some of the specific challenges expats face that get in the way of saving along with a few solutions for overcoming mental blocks to saving.
By Chad Creveling, CFA & Peggy Creveling, CFA | To help you thrive in 2023, here are some financial resolutions to consider as you start the 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 & Chad Creveling, CFA | As the holidays and gift-giving season approach, have a look through our annual list of good books from 2022.
By Chad Creveling, CFA, & Peggy Creveling, CFA | If you haven’t been saving already, the best time to start is now – the sooner you get started, the easier it will be. To help, we’ve listed some simple steps to begin your savings plan.
By Chad Creveling, CFA, & Peggy Creveling, CFA | Volatile markets are an emotional roller coaster ride for investors, leading many to abandon their investment strategy. But succumbing to fear and withdrawing from the market can compound your losses.