US expats’ financial management concerns include reporting all income, earnings, and investments to the IRS. As specialists, we can help!
Chris Lean
Financial Planning Tips
Want to get started on a long-term financial plan? Here are time-tested financial planning tips that make sense for everyone.
Addressing The Pension Crisis
The Czech Government are introducing a new savings product from 2024. The expectation is that the proposed Long Term...
US Residents who transferred into a QROPS – Part 2
There May Be Trouble Ahead This article may be of interest for those that accrued savings in British pensions, then who...
USA residents with QROPS? There May Be Trouble Ahead – Part 1
This article may be of interest for those that accrued savings in British pensions, then who became US resident and then...
Ten Reasons to Use a Trust
Of the large number of advice-based solutions in the toolbox of the financial adviser, there is one that is often...
Hidden Commissions Do Not Equal Free Financial Advice
Over the weekend, I saw a very tempting offer on an ‘expat’ Facebook forum from a financial adviser that offered free...
OpesFidelio Conference 2023
The annual OpesFidelio Conference was held in Prague, Czech Republic, Friday, October 13, 2023. Hosted by Aisa...
Holistic Financial Planning is Essential
Holistic financial planning, using all available resources, is essential. A butterfly flaps its wings Holistic financial...
When Can I Take Advice From a Non-EU Financial Adviser Firm?
It depends on who initiates the conversation. We have talked a lot about financial adviser regulations both on our website...
Unlicensed Financial Advisors Are a Threat to UK and US Expats in Czechia
Unlicensed financial advisors are gambling with your money. Unlicensed financial advisors are encountered by thousands of...
Is Your Advisor Correctly Licensed and Registered?
Don’t add more risk to your investments by choosing an unlicensed or incorrectly registered advisor. Expats who reside in...