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Contact Us
Client Login
Retiring Overseas: Wisdom from Nancy Nelson
Expatriate/Cross-Border/Retiring Overseas, Retirement Katie Lenz, CFP® 7/1/25 Expatriate/Cross-Border/Retiring Overseas, Retirement Katie Lenz, CFP® 7/1/25

Retiring Overseas: Wisdom from Nancy Nelson

Retirement is the start of a new chapter—and for some, that chapter includes a passport and a plane ticket. Whether it’s the pull of adventure, a slower pace of life, or a better bang for your buck, more Americans are exploring what it means to retire overseas.

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Expat Finance 101: A Checklist
Expatriate/Cross-Border/Retiring Overseas Katie Lenz, CFP® 11/10/20 Expatriate/Cross-Border/Retiring Overseas Katie Lenz, CFP® 11/10/20

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.

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A Financial Guide for the American Expatriate
Expatriate/Cross-Border/Retiring Overseas Bryan Hancock, MBA, CFP® 9/12/12 Expatriate/Cross-Border/Retiring Overseas Bryan Hancock, MBA, CFP® 9/12/12

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.

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Timberchase Financial® is a wealth management firm founded in 2004. We proudly hold to a fiduciary standard, providing financial, tax, and investment planning, guiding families on a fee-only basis. 

 
 

 

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