I am a 50 something year old expat, how much should I be saving for retirement?

Retirement might seem like a distant dream or it may seem like an oncoming freight train. Whichever the case, it is never too early or too late to start planning for it.  If you are age 50 or older, it is time to buckle up and get serious about saving for the future.  But don’t…… Continue reading I am a 50 something year old expat, how much should I be saving for retirement?

Expat financial advice: Why should I have a 6 month emergency fund?

Whenever I speak to clients about investing, I always talk about having an emergency fund equivalent to 6 months of expenses first. Why? Sometimes life can present you with a situation where you need quick access to money and without a financial safety net it can threaten your financial well-being and cause a great deal…… Continue reading Expat financial advice: Why should I have a 6 month emergency fund?

Retiring to Canada from the UK – 5 things you need to know

Are you looking to retire to Canada from the UK? I recently started working with a client who did so. Here are 5 things he told me that he wished he knew before doing so. 1️⃣ It pays to obtain a UK NT (no tax) code before drawing any pension benefits in Canada. Otherwise, an…… Continue reading Retiring to Canada from the UK – 5 things you need to know