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Retired and Volunteering on the Mexican Border

Retired and Volunteering on the Mexican Border

by Bill | Jul 29, 2020 | Expat investing, Investments, Retirement planning

Background Where are you from? I am originally from a little town in Minnesota – St. Michael, Minnesota. I left that community when I was around 19 and lived in different parts of the country. I grew up on a farm. How long have you been in Tucson? I am going on my...
Fee Only Financial Planners Fiduciaries

Fee Only Financial Planners Fiduciaries

by Bill | Jun 5, 2020 | Estate Planning, Investments, Uncategorized

AIO Financial has updated their four ebooks.  They are all free: Investing (the basics of how to invest) Sustainable, Responsible, Impact Investing (how to make an impact with your investments) Expat Financial Planners (financial planning for Americans living abroad)...
7 Financial Tips for Expats

7 Financial Tips for Expats

by Bill | May 1, 2019 | Estate Planning, Expat insurance, Expat investing, Expat Taxes, Investments, Retirement planning, Taxes

The State Department estimates that there are about 9 million US citizens living abroad. Mexico, Canada, Germany, Philippines, Israel, and the UK are the top six countries where Americans live abroad. There are a wide range of reasons why Americans spend time away...

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