Moving to… Spain
We start this article with the very latest – the Spanish government has officially voted to eliminate it’s Golden Visa at the start of 2025. This is an understandable response to some of the more damaging effects of that program. It does not mean that the country is not open to new residents from the US under other programs.
Moving to… Italy
Quite a few Americans can track one or more members of their family back to Italy. And there are specific processes for those who can to claim Italian citizenship. But if you haven’t got an Italian nonna, you can still move to Italy relatively easily with the right plan. Here are some visa options for Americans who want to move to Italy:
Moving to… Portugal
No European country has had more interest from would-be American expats over the past few years than Portugal. Its reputation for sun, culture and communal life comes with obvious appeal. But there has been some confusion about its visa and tax options for expats in the wake of changes to some of the country’s laws. Below we give you an overview of where things stand right now.
July is a Great Time to Check on Your Taxes
I’m not thinking this post will make me popular, but honestly, we would be a much happier population next April if we each spent an hour or less reviewing the tax situation now, in July.
Financial Success Through Chocolate
As you all know, I am a big proponent of focusing your efforts on the things can control.
Take A Financial Health Day
If you were given a day off work to sit down with all of those financial questions and to-do lists you’ve been putting off, would you take it? This week’s New York Times Money section features a bank that offers its employees a day off to take care of their “financial wellness.”
Your Life is Messing with My Financial Planning Software
Financial planning isn't really about the projections...
“Financial advisors suck” – Your financial advisor
You might not have noticed the seismic shift in your world last week, but something big happened that could make the last 40 years or so of your life a lot less stressful. After years of battling, arguing, and dithering, a new law went into effect that prohibits your financial advisor from trying to sell you on all sorts of expensive nonsense in your retirement account.
What You Can Control In Your Investing...And What You Can't
In his post this morning, investment professional Ben Carlson writes, "Investors with a truly diversified portfolio are always going to hate something that they own." I love this sentence. It's absolutely true —and not by chance. Diversifying a portfolio means actually planning to have some crappy investment in place at all times.