January 8, 2018May 25, 2018Education, Personal finance 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 […]
March 6, 2017Events March 15 2017 College Savings Seminar: Planning and Paying for it Sending a child to university is one of the largest big-ticket financial goals for many families. Β A 4-year degree at a top […]
February 20, 2017Investing, Personal finance How I invested my first 10 years of savings, bonuses and 401(k)/IRA contributions and top 10 lessons learned Of all the habits I started early in my career, I would rank the habit of paying myself first, saving at least […]
January 17, 2017Personal finance The math behind why I buy term life insurance and almost never buy whole life insurance The below calculations are for illustration and discussion purposes only and are not an endorsement of any insurance broker, agent, website, or […]
January 3, 2017Personal finance Experiences looking for the "Best Bank in Hong Kong" I’ve been asked several times whether there is an equivalent of ING Direct in Hong Kong, as there is in AustraliaΒ and Spain […]