Brenna McLoughlin, CFP®, GFP (USA)

Moving abroad means new complexities for personal investments, and it is important for those planning an international move to recognize that “staying the course” with existing investments is not always a wise (or even viable) choice.

An international move is an extraordinary opportunity to pursue new life experiences, and planning proactively for the associated financial transition can go a long way toward achieving a positive experience abroad. 

Wealthstream Advisors has recently added to our team’s growing list of professional designations, Global Financial Planner (USA), or GFP (USA). We sought out this additional expertise because we know from experience that individuals and families who have lived in more than one nation have unique needs from a financial planning perspective.

Divorce results in the division of a household’s assets and income, but parties involved should consider that sometimes a split that appears equitable may not be.

Employees of large corporations may some day be faced with a major decision to make: whether or not to take a buyout offer, voluntarily terminating employment for some sort of financial incentive.  An offer of a certain number of weeks or months of severance pay can be very attractive, and may be the right choice, though certainly not an easy one. Here are some considerations for employees to make an informed decision.