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Planning for unexpected deaths in China.
Just yesterday a good friend of mine died. It was a bit of a shock. He was only in his mid 60’s and until recently worked out at the gym...
Owen
Nov 5, 20244 min read
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A broker chat: health insurance when living overseas.
Many people wouldn't consider health insurance a wealth related topic. In once that's true: like most wealth managers, we don't broker...
Owen
Jul 25, 202412 min read
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Expat Problems: Picking a beneficiary for your IRA
Today, a post for our American friends. Much like crossing the street, picking a beneficiary for an IRA (Individual Retirement...
Owen
May 28, 20242 min read
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The hardest part of financial planning? Sticking to the plan.
Market dips, like the recent one always test at least one client's commitment to their long term plans. The urge to cut and run and wait...
Owen
Apr 23, 20243 min read
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China: Traps to avoid with new tax and capital rules.
Getting China PR might have hidden tax implications
Owen
Apr 17, 20246 min read
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