Browse recent articles or search for a specific topic.
Seven Steps To Purchase A Property Abroad
Many people I’ve spoken with recently are interested in purchasing homes abroad. Reasons vary widely from gaining a path to citizenship in another country, to a desire for a vacation home, to wanting to own something without paying U.S. prices, and more. If you’re in the United States and have your sights set on purchasing a property abroad, here are seven key steps and some pitfalls to be aware of.
MY BOOK
I seek to make personal financial planning less scary.
This book provides a simple guide for working through life's biggest financial questions facing couples in their 20s, 30s, and early 40s today. It starts with goals-based planning around topics including retirement planning, education planning, and major purchase planning. It then walks through some basics of investment management, options for how to invest, behavioral finance, and pitfalls to avoid. Lastly, it discusses risk management and insurance.
If you are not sure where to start, this book may provide some clarity.