Articles

Retiring Overseas: Wisdom from Nancy Nelson
Thinking about retiring abroad? In this article, retirement lifestyle expert Nancy Nelson shares practical tips on choosing the right country, planning financially, and adjusting to a new culture—so you can make your move with confidence.

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.

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.