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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 […]

Moving to or investing in another country opens up some amazing opportunities. Doing so though comes with additional complexities, taxes and risks that you should be aware of. To help, we’ve summarized some of the top items to be aware of as your finances becomeglobalized: Global Financial Planning Checklist . As you can see, there […]

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 […]