Cross Border Wealth Advisors

12/04/2024

Managing your finances abroad can be complex, but with the right guidance, you can secure your future. Check out one of our latest blogs for expert tips on navigating tax laws, retirement planning, and more!

You’ve moved to a new country and you are faced with challenges left and right. Every day, you tackle something new. But there is one challenge that is one of the most important because your livelihood depends on it: your finances.  When you navigate the financial landscape as an expat, you’ll ...

11/27/2024

Whether you're already living the expat life in Spain or planning your big move, financial planning is key to a smooth transition! Check out our latest blog where we explore how retirees can optimize their financial portfolios while embracing the European lifestyle. From understanding tax advantages to navigating local investment opportunities, we've got you covered.

You have decided to move to Europe and begin a life anew. It is something that you’ve been thinking of ever since you planned out when you were going to retire. Of course, there will be challenges along the way when you move to a new country. Your finances are one of the most important ... Read mo...

11/13/2024

🌎Thinking about retiring abroad ? Be sure to read our blog and learn 5 essential tips before making the leap! If you are ready to get the process started, set up a free one on one consultation with us through our website and let's ensure your financial plan is ready for your global retirement adventure.

By Brianna McGurran Editor, contribution by Victor Gersten, M.S., CFP® | Nov 12, 2020  Editorial Note: Forbes may earn a commission on sales made from partner links on this page, but that doesn’t affect our editors’ opinions or evaluations. This story is part of a series about Americans living...

08/17/2022

https://cbwealthadvisors.com/best-5-places-to-retire-as-an-expat-in-spain/

Here is your chance to discover the best of what Spain offers if you consider retiring there. Discover what places to live in Spain work best for your lifestyle. Which are the best places to live for expats? Should I go for any of the capitals?  We will go through the 5 best cities for ... Read mor...

06/28/2022

https://cbwealthadvisors.com/how-to-drive-in-spain-with-a-us-license/

Compared to the United States, Spain has similar driving laws, but different documentation requirements than you know. If you want to drive in Spain, you can use your foreign driving license for the first six months. However, you will need to carry both your valid U.S. driving license, plus an Inter...

06/09/2022

Recent market movements and what to do about them

The financial markets have been volatile since the beginning of the year. After three great years, the stock market has been down significantly in 2022. Interest rates have risen causing bond prices to fall too.  

03/25/2022

Moving to Spain? This article might be of interest to you

Varapalo de la justicia europea a Hacienda: tumba el modelo 720 que obliga a declarar bienes en el extranjero

https://www.elmundo.es/economia/2022/01/27/61f262a721efa069378b45e9.html?fbclid=IwAR0RUi5XQaJ2kIZizMeN_he1Hz6cZsQv4yaRJnVtQT4OWKT_EkqtrOBqQ40

El Tribunal de Justicia de la Unión Europea (TJUE) ha tumbado el modelo 720 de la Agencia Tributaria, que obliga a los contribuyentes a declarar bienes en el extranjero. Y lo ha...

03/02/2022

Getting Started with Investing while retired in Europe in 7 Steps

Investing can be intimidating for many, but the best way to invest appropriately is by understanding that your behavior at investing is as relevant as the volatility in the market. The best way of investing is by identifying your financial goal(s) and having a disciplined approach executing the foll...

02/25/2022

US Federal Tax Issues to Consider Before Filing Your 2021 Tax Returns

American citizens and green card holders residing abroad and earning foreign-sourced income still have an ongoing requirement to pay US taxes

02/03/2022

Investing always comes with ups and downs

01/03/2022

What are your preferences on retiring?