Baobab Bulletin — Issue #1 — What we’re building, watching, and reading to start 2026.
Baobab Bulletin • Issue #2 • January 2026
A twice‑monthly roundup from Baobab Wealth & Baobab Wealth Abroad
The Baobab Bulletin
Hi there,
What’s changed as we move deeper into 2026? Which planning assumptions still hold, and which ones deserve a second look?
In our latest edition of the Baobab Bulletin, we revisit long-term investing decisions, highlight planning considerations for expats, and point out a few areas where cross-border families should be especially thoughtful right now.
We’ve also included a downloadable resource with this year's need to know financial numbers, such as tax brackets and contribution limits. Need an adjustment? Click the button below to schedule a call!
Have a question? Click HERE to schedule a screen share and we’ll walk through it together.
Living abroad, planning a global lifestyle, or thinking seriously about retirement can bring unique financial challenges and unique opportunities. With firsthand experience living and working across Asia and Europe, Sonja shares her own cross-border planning philosophy.
A recent Wall Street Journal discussion raised a bold question: Should you just buy stocks and hold them for life? On the surface, it sounds logical. History shows that long-term, disciplined investors in great companies have been rewarded. But real financial planning is never that simple.
Welcome to Divorce the IRS, the Retirement Income Planning Podcast, built for people who want to pay the least amount of taxes possible and create retirement income that actually lasts. Inspired by Jimmy Miller’s bestselling book Divorce, the IRS, this show takes you behind the scenes of the tax rules, retirement strategies, and planning decisions that can quietly determine how much of your money you keep.
As a non‑US citizen living and working in the United States, you face many new challenges when it comes to learning and understanding a completely new financial and tax system. The goal of this podcast is to help non‑US citizens and cross‑border families implement effective strategies to take full advantage of the opportunities to create wealth in the United States—both while you’re here and even once you’ve left
Baobab Wealth Management and Baobab Wealth Abroad are DBA names of Baobab Wealth LLC, a Florida state Registered Investment Advisor.
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