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.
By Chad Creveling, CFA, & Peggy Creveling, CFA | If you live an expatriate lifestyle, your financial interests and obligations may be international or global. Your portfolio should be similarly diversified.
By Chad Creveling, CFA, & Peggy Creveling, CFA | Choosing an offshore financial advisor carefully is as important as choosing a doctor or lawyer. Here are some characteristics you may want to look for.
By Chad Creveling, CFA, & Peggy Creveling, CFA | When bear markets strike, these tips can help you take an objective look at your portfolio, limit the damage, and help protect your financial security.
By Chad Creveling, CFA, & Peggy Creveling, CFA | There are some basic financial steps worth taking when becoming an expat. The added complexity can make money management and financial planning unusually difficult.