Yes, I know. You don’t want to think about it, much less talk about it, which is why I have been getting shifty looks from most of my expat network this week when I asked them the seemingly simple question: “Do you have a will?’ Want to know how many people said “Yes”?

Two. Out [...]

Continue Reading

Update: After considerable lobbying from consumer groups, the US Bureau of Consumer Financial Protection has amended the rule requiring evidence of independent income when applying for consumer credit, replacing it with a declaration of household income. This is excellent news for accompanying partners in the United States who had been denied access to [...]

Continue Reading

It’s Part 2 of the “8 Money Rules for Creating Your Expat Budget” post – if you missed the first part, you can read it here.

 

5. Protect Your Credit

So you think paying your bills on time is enough to get an excellent [...]

Continue Reading

Relocating plays havoc with your money; the cost of moving, the unpredictable expenses, the loss of local financial history and the soaring banking costs all make creating a relocation budget the greatest work of fiction since Harry Potter.

Despite the uncertainty, financial preparation and clarity is vital to a successful global transition, because if you [...]

Continue Reading

This post was sparked by an episode Mad Men –  a series about adverting executives in  New York in the 50′s and 60′s.  This particular one covered the characters’ responses to the Cuban missile crisis.

Kennedy was had just given his famous television broadcast, highlighting the potential threat to the US from the Soviets, plunging [...]

Continue Reading

It’s a time of turmoil in the Defining Moves household. After 14 years, we are finally selling our family home in Wales and transferring our home status to the US. It’s a funny feeling – despite living in six different homes since leaving, the process of finding and buying a new home away from “home’ [...]

Continue Reading

We never manage to move cheaply. We’re on our seventh home in 11 years and currently looking for our eighth, so you would think we would be experts by now. But relocation is an expensive business – the packing, shipping, storage, tax filing, document preparation and transportation are just the tip of the iceberg.

[...]

Continue Reading
Currently viewing the category: "Financial Records"