Here you will find articles and resources to help you navigate your finances and to stay up to date on company news. 

Welcome to the Blog

We are excited to share that Brett Spencer has recently been featured in a Kiplinger article, “Want to Retire Abroad? Five Things to Know About Your Money.” It’s always a privelage to contribute on this topic and we’re honored to be featured. We hope you enjoy the article. Want to Retire Abroad? Five Things to […]

Company News, Global Financial Planning

Kiplinger Feature – Want to Retire Abroad? Five Things to Know About Your Money

We are happy to announce that Brett Spencer recently obtained the Global Financial Planner (GFP) designation from the Global Financial Planning Institute! This premier designation in the global financial planning field requires a broad range or cross border knowledge. The list below summarizes areas covered, all through a cross border/international lens: Education has always been […]

Company News, Global Financial Planning

Brett Spencer Earns Global Financial Planner Designation

We are very excited and honored to share that Brett Spencer has joined the board for the 100 Fund! The 100 Fund is part of the 100 Things organization, which is a group focused on helping people define and work towards their meaningful life goals. As an organization, 100 Thing has generously committed 5% of […]

Company News

100 Fund Involvement & First Quarter Recipient

Founder & Lead Advisor

Brett Spencer, CFP®, CEPA, GFP