Who Coordinates Your Cross-Border Advice?
You Have an Accountant and an Advisor. Who Is Connecting the Dots? You have an accountant who handles your U.S. filing. Someone locally answers tax questions. A financial advisor looks after investments. A lawyer helped with important documents. That can be a capable group of professionals. It can also leave you carrying information between them, […]
Protect Access to Your Money Abroad
Can You Still Access Your Money If Your Phone Stops Working Abroad? Your account balance looks healthy. Your card works. The banking app opens. Then your phone disappears, your old SIM stops receiving messages, or an institution asks you to verify information you have not reviewed in years. The money may still be there. Your […]
Old 401(k) While Living Abroad? What to Check First
Still Have a U.S. 401(k)? What to Check Before a Rollover You left the job. Then you left the country. The retirement account stayed behind. For a while, that arrangement may have required little attention. Now a statement arrives, a login fails, or someone tells you that you should move the money. Before deciding what […]
Organize Your Financial Life Abroad
Your Financial Life Abroad Is Scattered. Here Is How to Bring It Together. The old retirement account is in the United States. Your salary arrives in another country. Your tax documents sit in three inboxes. The name of the person who handled that important form is somewhere in WhatsApp. You may know where everything is. […]
How to Vet an Expat Advisor
Practical questions for Americans choosing financial advice abroad. An advisor comes recommended in an expat group. Their website mentions international clients. They understand the frustration of opening a bank account overseas. That is a promising introduction. It is also where your research should begin. When your financial life crosses borders, you need to know whether […]