Suddenly Wealthy? Avoid These 4 Common Mistakes
Navigating the Opportunities, Challenges and Pitfalls of Sudden Wealth The term “sudden wealth” refers to receiving a large financial windfall. Most frequently sudden wealth comes from an inheritance, but it can also be the result of selling a business, reaching a...
5 Taxes to Be Aware of in Retirement
If you think retiring from the workforce means a break from paying income taxes, think again! It’s important to be aware of the following five taxes and how their treatment can affect your overall federal and state tax brackets in your retirement years.
Americans Should Avoid Owning Shares in a Non-U.S. Mutual Fund
When it comes to wise and efficient investing, American expat investors should use U.S. funds and avoid using non-US mutual funds to avoid PFIC problems.
5 Things to Do Before You Retire
Regardless of your outlook on retirement, completing the following tasks before you retire can help ensure a smooth transition to the next chapter of your life.
