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  1. K

    How to bridge the gap until an inheritance

    Ask MoneySense I am 64 and retirement is coming up soon. Not sure exactly when. I took my CPP at 60, and will take my OAS June of 2026. I have no private pension plan and limited RRSP ($50,000). My dilemma is do I sell my condo (no mortgage) as I will not be able to live off the pension but nor...
  2. K

    Expat Investment Advice in Andorra: Residency, Taxation and Real Estate

    Andorra has evolved from a secluded mountain tax haven into a transparent, low-tax, and highly livable hub for international investors. The country combines political stability, access to European markets, and a simple tax structure, offering personal and corporate rates capped at just 10%, no...
  3. K

    Expat Investment Advice in Venezuela: Understanding the Investor Visa, Taxation and Cryptocurrency for Expat Investors

    Venezuela’s economy has partially dollarized, creating openings in real estate, small business ventures, and select local securities. However, these prospects exist alongside serious challenges: complex currency controls, recurring inflation, shifting regulations, and ongoing international...
  4. K

    Expat Investment Advice in Liechtenstein: Understanding One of the Most Sophisticated Financial Markets in the World

    Liechtenstein is one of Europe’s smallest countries, but it offers one of the most sophisticated and stable environments for cross-border investment. Nestled between Switzerland and Austria, it shares the Swiss franc (CHF) and a customs and monetary union with Switzerland, while also being a...
  5. K

    3 signs you need to take control of your parents’ finances

    In the fall of 2019, some troubling patterns emerged with my father that would change my life. It began innocently with what I thought were phone calls about confusing letters from creditors that turned out to be bills he had forgotten to pay for months. Soon after, he failed a mandatory...
  6. K

    Expat Investment Advice in Jordan: Banking, Taxes, and Opportunities

    Jordan is a relatively stable, dollar-pegged economy in the Middle East. In 2025, two major changes impact expats and foreign investors. First, the country formally joined the Common Reporting Standard (CRS) in April 2025, meaning banks now automatically exchange account information with tax...
  7. K

    Expat Investment Advice for Passive Income: How to Build Wealth Abroad

    Unlike earned income from employment, passive income streams can continue regardless of location, making them particularly valuable for those who relocate often or plan to retire overseas. At the same time, expats face additional challenges, such as navigating double taxation, complying with...
  8. K

    The Best International Financial Advisors: What They Do and How to Find Them

    Managing money across countries is complex. For expats, mobile professionals, and international investors, wealth moves between currencies, tax regimes, and legal frameworks. A mistake in one jurisdiction can have financial or legal consequences in another. That’s why international financial...
  9. K

    The best free personal finance and investing courses in Canada

    For Canadians seeking to expand their financial knowledge beyond the basics, identifying quality educational resources can be challenging. Paid courses are seemingly everywhere, but free or low-cost resources can be harder to find. To help you make sense of your options, we’ve compiled the best...
  10. K

    Individual vs. joint investment accounts: What every couple should know

    Losing a spouse is devastating. Losing access to the family’s savings on top of that? Heartbreaking—and more common than many Canadians realize. Imagine waking up after your partner passes away, only to discover that a $400,000 investment account is frozen. Months drag on while the courts...
  11. K

    What to do when you get laid off

    At 7.1%, Canada’s unemployment rate is the highest it has been in four years and people in a variety of sectors have been feeling the pinch. A job loss is difficult for a lot of reasons. On top of the personal feeling of rejection, there can be many decisions to make involving legal, tax...
  12. K

    Expat Investment Advice in Cyprus: Attractive Tax and Residency Options in the EU

    Cyprus has become one of the most attractive European destinations for foreign investors and professionals seeking a combination of low taxation, strategic EU access, and Mediterranean living. This guide provides comprehensive expat investment advice in Cyprus covering residency by investment...
  13. K

    Expat Investment Advice in Argentina: A Practical Guide for Foreign Investors in 2025

    Following years of currency restrictions and economic turbulence, recent policy reforms in Argentina have begun easing capital controls and improving access to foreign exchange. Combined with comparatively low property prices, a skilled workforce, and abundant natural resources, Argentina now...
  14. K

    Swedish Expat Investment Options: Best Local and Offshore Investments

    What are the best investment options for Swedish expats? The best Swedish expat investment options include maintaining diversified offshore accounts, investing in global funds, and taking advantage of both Swedish and international real estate markets. Some prefer to keep a portion of their...
  15. K

    Indian Expat Investment Options: From NRI Accounts to Offshore Trusts

    What are the best investment options for Indian expats? Indian expat investment options include Indian mutual funds, real estate, fixed deposits, bonds, equities, the National Pension System (NPS), and offshore investment accounts. Non-Resident Indians (NRIs) can invest in India through...
  16. K

    Having a financial plan more than doubles your retirement confidence—here’s why so many Canadians are skipping it

    A new KPMG survey reveals that eight in 10 Canadians with a professional financial plan feel confident they can retire at their desired age. Among those without one? Just 36%. That’s a massive gap—and it’s widening at a time when more Canadians are rethinking their financial strategy. The...
  17. K

    The hidden value of a professional real estate appraisal

    When most Canadians think about their home’s value, they turn to online estimators, recent sales in the neighborhood, or even municipal tax assessments. But when it comes to making financial or legal decisions, these ballpark figures often fall short. That’s where professional real estate...
  18. K

    CPP payment dates in 2025, and more to know about the Canada Pension Plan

    In Canada, no retirement plan is complete without considering the CPP. Whether you’re approaching retirement or still several years away from it, the Canada Pension Plan will likely play a role in your retirement income. How big a role depends on several factors. You may have other questions...
  19. K

    International Financial Planning: Key Insights on Global Wealth Optimization

    International financial planning involves creating strategies that manage wealth, investments, taxes, and assets across multiple countries to optimize growth and minimize risk. Effective international financial planning ensures compliance with cross-border regulations while addressing global...
  20. K

    How to Invest as an American Expat? Stocks, Funds, & Brokers

    One may invest as an American expat through several US expat investment options, such as US brokerage accounts, FATCA-compliant offshore platforms, and in some cases property or retirement schemes abroad. The challenge lies in avoiding PFIC taxes, managing limited broker access, and meeting US...

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