Understanding the Estate Planning Process
It is common for people to put off planning their estates. After all, no one wants to anticipate his or her own death.
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Kamaljit Somal
- Sep 15
- 2 min
6 Wise Ways to Use Your Tax Refund
When your tax refund arrives from Uncle Sam, it can be tempting to spend it immediately. Find out how to best make use of your refund...
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Kamaljit Somal
- Sep 12
- 2 min
Environmental, Social and Governance (ESG): Aligning Investment Choices with Social Causes
We all have social causes that we care about. But there can sometimes be divergence in the causes we care about and our investment decisions
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Kamaljit Somal
- Sep 8
- 3 min
Traditional IRA vs Roth IRA
When it comes to IRA's knowing the right vehicle for your situation can make a world of difference.
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Kamaljit Somal
- Sep 5
- 2 min
401k's, IRAs and Roth's, what do they all mean?
If your a US citizen or US expat, the sheer number of retirement and savings options out there can be overwhelming at times.
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Brian Dunhill
- Aug 10
- 2 min
US Social Security for American Expats
Retirement planning in the Western world is mostly based on a 3 pillars - your government pension, corporate pension and personal savings.
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Joshua Madden
- Jun 27
- 4 min
Moving Abroad: Your Financial Checklist
Have you decided to move abroad for a new adventure but what should you do financially?
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Isa Kettmann
- Jun 24
- 2 min
Saving for College: A Guide for Expat Parents
If you’re an expat with young children, you can't afford to ignore a major expense looming in the future–college education for your kids.
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Kamaljit Somal
- May 31
- 4 min
When should I start taking Social Security?
The most common and confusing question for people planning for their retirement is the perfect age to start taking Social Security.
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Brian Dunhill
- May 27
- 3 min
ISAs for Americans in the UK
The UK government introduced an advantageous savings vehicle in 1999 and has increased the maximum amount that we can save in those.
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Isa Kettmann
- May 23
- 3 min
Retirement Strategies for Gen-Y
Retirement appears to be a long way off, and you have decades to prepare.
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Isa Kettmann
- May 11
- 1 min
How to choose the best debt repayment strategy?
Essentially, there are two methods which you could use to tackle debt, they are the Snowball and Avalanche methods respectively.
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Isa Kettmann
- May 10
- 2 min
How to Avoid Making Financial Decisions Based on Emotion?
You've worked hard for years to develop a strong retirement investment portfolio. The stock market then plummets.
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Isa Kettmann
- May 9
- 2 min
How to use your Tax Refund?
Every time you receive your tax refunds, you might get really excited about how you would use it. However, there are better ways to use them
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Isa Kettmann
- Apr 25
- 3 min
5 Financial Not To-Do's
If you take care of these 5 things, you might end up saving a lot of money and time.
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Isa Kettmann
- Apr 22
- 3 min
How to overcome Market Volatility with a Financial Plan?
The portfolio which you own is probably designed in the best way possible to achieve your financial goals.
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Isa Kettmann
- Apr 20
- 2 min
How Can A Financial Advisor Help You Achieve Your Goals?
Financial advisors will argue that financial planning and investing are topics about which everyone should be knowledgeable. Financially adv
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Isa Kettmann
- Mar 18
- 3 min
Investing in American Securities VS the QEF Election?
Investing in US compliant securities and funds is almost always going to be the better option over exotic alternatives, not to mention...
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Isa Kettmann
- Mar 11
- 3 min
Is life insurance the right product for you?
Just like any other piece of your financial jigsaw, periodic monitoring of your Life Insurance policy is essential to ensure it will achieve
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