How to invest a bonus
In January and February many firms, especially banks, give out annual bonuses to employees, which in some cases make up a large […]
Category: Personal finance
IRA Contribution Limits 2018 – SEP raised to $55,000
IRA contribution limits have remained mostly the same from 2017 to 2018, with traditional and Roth IRA contributions limited to US$5,500/year for […]
10 first stocks to buy a 10-year old to start investing early
My latest article describes how to choose the 10 first stocks to buy a 10-year old, and why I think it’s important […]
Best 529 Plans for Expats in Hong Kong
529 plans are one of the most tax-efficient ways for US taxpayers to save and invest for college and other higher education […]
Roth conversions as an expat: if, when and how much?
Considering Roth conversions as an expat is similar to considering if, when, and how much to do one when living in the […]
Whole life vs term life insurance: the “Buy Term Invest the Difference” calculation
Deciding between whole life vs term life insurance should rationally be driven by the numbers, especially the “buy term invest the difference” […]
How to do a 401k rollover to an IRA as an expat
After changing jobs, or even getting posted on an expat assignment by the same company, employees generally have the freedom to do […]
Investment Suitability for the Elderly, Sat Nov 25 8:30 on RTHK Radio 3
On tomorrow’s episode of “Money Talk Xtra” with Peter Lewis, Tariq Dennison will answer questions on how to evaluate the suitability of […]
Expat financial plan checklist
An expat financial plan contains many of the same things one would expect in a single-country financial plan, with the main differences […]
How much life insurance do I need, and how much should that life insurance cost?
How much life insurance you need largely depends on who depends on how much of your future income, while the cost of […]