Offshore Investing Guide
We understand that preserving and growing your wealth on a global scale presents both unique opportunities and complexities.
Invest Offshore Blog Posts
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The Solo and Global Tax Deferred 401(k) Retirement Plan
For U.S. persons ONLY these two types of Foreign Financial Accounts provide Tax Effected Yield on Income and Accumulations which are formally recognized by FATCA and by IRS tax code to purchase investments globally from a tax free environment exempt from Foreign Financial Institution reporting and exempt from passive foreign income reporting. If you are…
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How Strong Are Older Families’ Financial Report Cards?
Last week I discussed on my blog research showing the correlation between wealth and education. The Federal Reserve followed up with additional research about wealth and demographics, the subject of this post. More specifically, wealth and age. Not surprisingly, the older a household is the more wealth has been generated since people have had more time…
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Why The ‘Holistic’ Approach Matters In Your Finances
4 Considerations When Planning Your Future With An Advisor When you think of what matters most to you and your family, there’s nothing more important than health and well-being, says Kirk Cassidy, a Registered Investment Advisor (RIA) who emphasizes the importance of the holistic approach to personal finances. “ ‘Holistic’ usually has the medical connotation…
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Can We Make Retirement Planning Easier?
Survey Finds Workers Seek More Help Changing Oil Than Planning Retirement For most employees, addressing retirement issues is a costly, abstract and deeply psychological matter, which is apparent from a survey by Schwab Retirement Plan Services. While most survey participants find their 401(k) – a workplace savings plan that lets employees invest a portion of…
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How Hidden Investment Fees Can Upend Your Retirement Goals
Financial Planner Says Investors Need To Understand The Ramifications Saving enough money for retirement can be a tricky proposition even under the best circumstances. But when some of those dollars are being siphoned away by hidden – and perhaps unnecessary – fees, then the path to a secure retirement becomes even more difficult to navigate.…
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How To Survive The Largest Generational Wealth Transfer In Human History
A Family-Wealth Guru Offers 4 Insights For Choosing (Or Agreeing To Be) A Trustee The greatest transfer of wealth in history is happening right now, according to a study from the Boston College Center on Wealth and Philanthropy. A staggering amount – $59 trillion – is projected to be passed down to heirs, charities and taxes…
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August Is A Month To Ask: ‘What Will Be Your Legacy?’
Hard Money In Real Estate Is An Overlooked Option For Self-Determined People, Says Investment Banker Just as New Year’s Day serves as a timely reminder of one’s personal goals, August now offers a different perspective on a similar theme as “What Will Be Your Legacy?” Month. While No. 1 on most people’s list is likely…
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Investors are more Optimistic – Weekly Market Overview
US stocks closed higher on Monday as market sentiment was bolstered by an agreement for a third bailout program between Greece and its creditors. S&P 500 closed 1.1% higher with all 10 main sectors finishing with gains. The dollar strengthened, with US Dollar Index rising 0.8% to 96.7520. European stocks rose sharply as Stoxx 600 gained 2%,…
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