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July 2, 2026
The United States taxes its citizens no matter where they live. Here is the practical roadmap I walk clients through before retiring abroad — taxes, residency visas, cost of living, healthcare, estate planning, and staying connected.
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January 12, 2026
IRA Contributions for U.S. Expats: How FEIE and FTC Really Work (And Why It Matters for Your Retirement) For U.S. citizens living abroad, managing taxes and saving for retirement often go hand in hand. While Individual Retirement Accounts (IRAs) remain one of the most effective tools for long-term wealth building, many expats are surprised to… Continue reading IRA Contributions: FEIE vs FTC
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January 6, 2026
What Americans Working in Germany Should Know: Expat Financial Planning There is a moment many Americans in Germany eventually face that has nothing to do with language or culture. It happens when the initial excitement of living abroad settles down, and you realize that your
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January 30, 2025
Breaking Down the Social Security Fairness Act of 2025 On January 5, 2025, President Joe Biden signed the Social Security Fairness Act, repealing the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO). These provisions previously reduced Social Security benefits for individuals receiving both U.S. Social Security and a pension from non-covered work (such as… Continue reading The WEP Repeal: What It Means for Your Retirement
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January 27, 2025
“Should I count on Social Security in my retirement plan” is one of the most common questions I am asked (almost daily) as a financial Planner. This is a great question, and it seems that all Americans are worried about this topic. Although the media likes to make a big deal out of this subject… Continue reading Planning for the Future: Social Security’s Role in Retirement
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June 24, 2022
I-Bonds, issued by the Federal Government, have become very popular this year (2022) as inflation is top of mind (and financial news) for most people.
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June 20, 2022
Nobody wants to hand over the money they worked so hard for without a good reason. Hiring a financial advisor is no different in these times of simple online brokerages and streamlined apps. Since the stock market is as accessible as ever, one may find themselves pondering the necessity of a financial planner. Indeed, however,… Continue reading What’s the Best Investment You Can Make? Partnering with a Financial Advisor
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March 30, 2022
People are retiring (living) for a lot longer. The Social Security system hasn’t been around for even 100 years yet. When it began making regular payments to Americans back in 1940, the average retirement age was 65… and so was the average life expectancy for
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December 29, 2020
What's the best way to jump-start your financial plan and prepare for the goals you want to reach? Here are 5 steps you should be...
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