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Investing For Expats - Organizing Your Investments Before Moving Abroad
"In investing, what is comfortable is rarely profitable." — Robert Arnott One of the most important financial planning considerations you should address when moving abroad is whether to keep hold of your current investments, investment manager, and retirement plans. In this article, we’ll look at the factors that should influence your decision-making, including which country you’re moving to, and your longer-term plans and financial goals. You should also consider how your e

Brian Dunhill
Nov 23, 20225 min read


Currencies Exposure - A Guide for Expats
Many expats have to transfer funds to and from the US from time to time. This could be because you make regular payments from abroad to...

Brian Dunhill
Nov 14, 20224 min read


International Currency and Money Transfers for Expats
“The benefits from a world currency would be enormous.” - Robert Mundell Until then though, both when and after moving abroad, most expats need to send money between the US to their new home country from time to time. Transferring money internationally the right way will save you a whole load of time, money, and hassle. What exactly the right way is depends on a variety of factors, including where in the world you are, how regularly you need to transfer, currency movements

Brian Dunhill
Nov 7, 20225 min read


Banking for Expats - Should You Keep Your US Bank Account, and What Are The Best Banks Abroad?
“Banking establishments are more dangerous than standing armies” - Thomas Jefferson One of the most important considerations as you plan your move overseas is banking. Should you open new bank accounts abroad? If so, how easy is it to do? What about your American accounts: should you keep them open, or would it be more beneficial to close them? It’s right to ask these questions while planning your move abroad, as in some cases the decisions you make can result in paying mor

Brian Dunhill
Oct 31, 20226 min read


Dunhill Financial Featuring in Webinar For Expats in the US
Dunhill Financial is proud to participate in an online financial planning event for European expats in the US on October 26th at 1pm ET.
Isa Kettmann
Oct 20, 20222 min read


Mortgage 101: The Basics of Funding Your Home Purchase
Most first-time homebuyers in the US use a mortgage to finance their home purchase. In fact, only 30 percent of U.S. home purchases in 2021
Isa Kettmann
Oct 7, 20223 min read


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.

Kamaljit Somal
Sep 19, 20224 min read


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...

Kamaljit Somal
Sep 15, 20223 min read


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

Kamaljit Somal
Sep 12, 20223 min read


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.

Kamaljit Somal
Sep 5, 20222 min read


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.

Brian Dunhill
Aug 10, 20222 min read


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.
Isa Kettmann
Jun 24, 20222 min read


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.

Kamaljit Somal
May 31, 20224 min read


Retirement Strategies for Gen-Y
Retirement appears to be a long way off, and you have decades to prepare.
Isa Kettmann
May 23, 20223 min read


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.
Isa Kettmann
May 11, 20222 min read


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.
Isa Kettmann
May 10, 20223 min read


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
Isa Kettmann
May 9, 20223 min read


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.
Isa Kettmann
Apr 25, 20223 min read


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.
Isa Kettmann
Apr 22, 20223 min read


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
Isa Kettmann
Apr 20, 20223 min read
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