Cambridge, Massachusetts Financial Planning and Investment Management blog
2024: The Finances of Moving to Europe
More than a few of you out there have been asking about the possibility of leaving the United States, temporarily or permanently. Whether because you have always dreamed of an Irish cottage overlooking the sea or because your life in the U.S. seems ready for a change, we are including this series for you. Over the next several months, we will be updating some of our standard articles on U.S. finance and posting new articles specifically on the financial aspects of moving to Europe.
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.
Read MoreAs you all know, I am a big proponent of focusing your efforts on the things can control.
Read MoreIf 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.”
Read MoreFinancial planning isn't really about the projections...
Read MoreYou 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.
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