What’s different about a comprehensive financial plan?

All of us have significant expenses to plan for and prioritize. Emergencies, college savings, weddings, taking care of loved ones, paying down debt, and maybe even taking a dream vacation one day? All these goals are competing for limited resources at different times in our lives. How does anyone choose? Watch our short video to find out.

Can YOU be a millionaire?

It's a common myth among people that millionaires come from rich families or make big incomes. Watch this short video to squash that myth and find out if becoming a millionaire is possible for you!

Do you need to file the FBAR? What happens if you don’t file? EXPATS need to see

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Expat Financial Advice

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What is Cross Border financial planning?

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Invest in Your Health for Retirement

Did you know there are other things that can boost your happiness in retirement, perhaps even over financial security? Watch our short video to get a glimpse of an investment opportunity now that can help improve your life later.

Insight From a Former Expat Living in America with Florian Fiedler

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Former expat living in America Florian Fiedler describes his experience while working in the US. Get some great insight he discusses what took him to America, how he managed to cope with being in a completely new environment, and some of the financial concerns he faced.

The 3 Tax Buckets

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Financial planner, author, and speaker Jimmy Miller describes how the 3 tax buckets work, gives an overview of the benefits of each, and reveals which one is useful for foreign nationals in many cases.

Taxes in America: Who has to Pay

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Financial planner, author, and speaker Jimmy Miller explains America's substantial presence test and how it is used to determine whether an expat is a tax resident, as well as what income you may owe taxes on, how your spouse can affect your taxes (the non-resident alien spouse provision), tax exceptions you may qualify for, and more.

Tax Rates in America

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Financial planner, author, and speaker Jimmy Miller dives into America's tax system in bite-sized pieces for maximum understanding. Listen in as he talks about what portion of your income is tax-free, how tax brackets work, social security taxes, state taxes, medicare, and more.

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