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    • 🌐 Interactive Brokers
    • πŸ‡­πŸ‡° iFast
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Tag: Saving

The Best 529 Plans for Expats can fund four or more years at America's finest universities, including UC Berkeley
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 […]

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