FAIR to Lay Out Immigration Reform Blueprint for Trump Transition at National Press Club

WASHINGTON, Nov. 21, 2016 /PRNewswire-USNewswire/ — President-elect Donald Trump has vowed to restore public interest to immigration policy. His initial appointments – including naming Sen. Jeff Sessions to be attorney general – indicate that he intends to make good on his campaign commitments. Many of those reforms have been advocated by the Federation for American … Read more

How To Create A Fulfilling Retirement When Every Day Is Saturday

It’s the dream retirement many people anticipate for decades. Hang out around the pool all day. Play one round of golf after the other. Finally read that teetering stack of books on the nightstand. In retirement, every day is Saturday – only without the dread about what Monday morning back at the office might bring. … Read more

How to avoid a scary PFIC Nightmare

A mutual fund that is invested in European stocks, but incorporated in the US may be taxed at a long term capital gains rate of 15%, but if the US taxpayer buys an identical fund listed outside the US, they will find their investment may be taxed at up to 50% The first de minimis … Read more

Expats: adventurers or foreign retirees?

Hemingway, as an expat, implied high adventure in a foreign land The first definition of “expatriate” appeared in a French dictionary in the late 1700s and denotes a person who has been banished from his or her native land. This elucidation came just in time for Napoleon’s exile to the island of Elba in 1814; … Read more

Ninety-Percent of Life Is Habits ― Make Them Rich Habits!

Anybody can offer advice; for real, lasting change, however, nothing offers proven insights like science. Dr. Randall Bell examines groundbreaking research from human sociology and economics in his latest book, Rich Habits Rich Life: The Four Cornerstones of All Great Pursuits (Leadership Institute Press). The culmination of Bell’s diligent search to discover why some succeed … Read more

The Importance Of Asking Good Questions

About 3 months ago I decluttered. Not the horrible kitchen cupboard which has everything from screw drivers to toothpicks, sea shells, and a hairbrush the dog chewed. I decluttered mentally. For the uninitiated or curious, you can read the background here. The results so far have shocked me. My productivity has quite literally blown through the roof. … Read more

Tax Efficiency Drives Less than a Quarter of High Net Worth Offshore Investment

Despite the commonly-held belief that tax considerations primarily drive offshore investment, only 23.2% of global high net worth (HNW) wealth is invested offshore for tax reasons, while 24.1% derives from HNW individuals seeking access to a greater range of investment options, according to financial services research and insight firm Verdict Financial. The company’s latest report … Read more

U.S. Retirement Savers, Investors and Obama

$17 Billion a Year at Stake for U.S. Retirement Savers and Investors if House of Representatives Overrides President’s Veto Wednesday Millions of U.S. retirement savers and investors could suffer an estimated $17 billion in higher fees and lower returns on their nest eggs each year if the U.S. House of Representatives votes Wednesday to override … Read more

Canadian Retirement Income… In The US:

Living in the US and receiving Canadian retirement income? Tips on reporting this income to the IRS and related issues Many former Canadian residents prefer spending their retirement years in the US, especially in the Southern states with better climate and more affordable property values. But this triggers many complexities, especially in reporting Canadian retirement … Read more