Articles
Expat Finance 101: A Checklist
No matter where you’re headed, the inevitable complexity of living abroad adds challenges for keeping your financial life on track. While many tasks can be completed online, physical and emotional distance can make even simple transactions exceptionally challenging when you’re several time zones away.
Two Easy Steps to Protect Yourself from Identity Theft
One of the many risks to an individual/family’s wealth is identity theft. While you cannot control how companies protect your personal information, there are two easy steps you can take to reduce your risk by protecting your credit.
Don’t Waste This Crisis
Last May, we posted an article here entitled Five Ways to Get Ready for the Next Great Recession. Here we are. As fast as it takes to turn off a light, our robust economy has come to a screeching halt. This may or may not be the next Big One. We may have a V-shaped recovery, or this may turn into a depression. Time will tell. Over the last several weeks, there have been many anxious reactions to this crisis. You may have asked some of these questions:
Health Care Sharing Ministries – A Viable Alternative to Conventional Health Insurance?
Interest and participation in Health Care Sharing Ministries (HCSMs) has soared in recent years. Due to the rising cost of medical premiums, deductibles, procedure and facility fees, individuals and business are rethinking their options to control medical expenses.
The Equifax Breach: Protecting Yourself Against Identity Theft
The Equifax security breach is an issue you should be aware of, as it is a tipping point in the fight against cybercrime. Equifax, one of the three major credit bureaus, recently disclosed that their systems were hacked and that the personal data of up to 145 million people were stolen. The sensitivity of this data and the size of this breach mean that prudent consumers should change how they protect themselves. In the future, it is plausible that your personal data, including your date of birth, social security number, and credit report information, could be made available to the public.
A Financial Guide for the American Expatriate
Few sets of personal circumstances are more complex than that of the American expatriate who has significant financial resources. Many expatriate families are woefully unprepared to deal with their financial circumstances.
What Do I Do Next? A Financial Guide for Widows
When you lose a spouse, you may find yourself thrust into an administrative role at a time when you feel least capable of taking it on. Ideally, you should be able to grieve in your own time and in your own way. While you may have the ability to perform the necessary financial, investment, tax, insurance, and estate planning functions, you may prefer not to. And you may not be fully up to speed on issues ahead of you.